Uncategorised

11 March, 2026

Inheritance tax in Australia: What you need to know

Australia has no inheritance tax, but inherited assets can still trigger CGT, income tax, and super death benefit taxes.

11 March, 2026

DIV296 explained: If you’re under the threshold

Learn how Division 296 super tax works if your super balance is under $3M. Financial advisor answers FAQs and explains planning strategies, so you stay ahead.

2 March, 2026

Super needed for a comfortable retirement

ASFA’s new retirement benchmarks have risen. Discover what it means for singles and couples, and how First Financial can help you plan ahead.

16 December, 2025

Adela Ngai – a human centred approach to financial guidance

In financial advice, numbers and strategy often take centre stage. As a financial adviser, Adela combines technical expertise with compassion

6 November, 2025

Brad Jackson – Leader, innovator, trusted adviser, 30-year industry veteran and a Tiger tragic.

Brad Jackson – Principal, Financial Planner. Brad has been a leading light in the financial planning industry for over thirty years.

21 October, 2025

The aged pension when you’re a couple

When retirement is on the horizon, many couples in Australia start thinking about the aged pension. Know how the pension is calculated.

21 October, 2025

Testamentary trusts safeguarding wealth

A testamentary trust can protect your children’s inheritance from unplanned mishaps like divorce or bankruptcy.