The potential need for assisted living is something we often avoid thinking about, but it is part of the financial planning process. Australia’s system is currently undergoing a major overhaul, with a new Aged Care Act set to take effect on 1 November 2025.
Paul Cupic chose his career in financial advice and hasn’t looked back. Nearly five years after joining us as a new adviser, he’s now training the next generation and remains energised about helping clients build wealth and long-term security.
Many Australians in their 50s reach a point where key financial considerations become a major focus. If you’re in this busy decade, the choices you make now can significantly impact your retirement and help you live the life you want for years to come.
Nathaniel Johnston is one of our trusted financial advisers who began his journey through the Professional Year pathway. With an affinity for numbers and a genuine interest in people, his path into financial advice shows how skill and connection meet.
You may have heard about the proposed super tax on balances over $3 million, where an extra 15 per cent tax would apply. This tax relates to the earnings on the portion of the balance above $3 million. It is a little complex, but we will explain.
Many Australians with a rental property consider moving in and making it home to minimise capital gains tax (CGT) upon sale. This strategy utilises the main residence exemption and the six-year rule, however, you must meet some specific conditions.
Young families can create a foundation for financial growth with professional guidance, education, and a well-laid-out financial plan.
Young families can create a foundation for financial growth with professional guidance, education, and a well-laid-out financial plan.
Walking away from a business you built is never simple, but the right strategy can turn the sale into a financial advantage. Australia’s small business CGT tax concessions are among the most generous and may significantly reduce or even eliminate capital gains tax.
