While we specialise in financial advice, wealth management and retirement planning, we’re also here to be part of the conversation. From industry news to expert insights, practical perspectives and client updates, explore the latest articles from our team.
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.
Once a fitness instructor rising before dawn to support his clients’ health goals, Anthony Dhillon has since dedicated nearly two decades to helping people plan for financial independence as a financial adviser, with the same commitment to personal outcomes.
In your 40s or 50s, the priority isn’t deciding exactly how many properties you’ll own or how your super will be allocated. It’s to build the capital required to support your retirement in the first place, whether that’s through super, property or shares.
For those who’ve built businesses, led teams or navigated demanding careers or family responsibilities, imaginative interests may have slipped into the background. In retirement, many find themselves drawn to arts and scrapbooking to create and reflect.
While generosity is often driven by personal convictions, it does not exist in isolation from financial systems. Tax-efficient gifting and philanthropy offer a way to contribute meaningfully while also supporting long-term financial goals when structured and timed well.
Sales and tax planning will be front of mind for many right now, but making EOFY work for bigger financial goals means stepping back to reassess your personal or business financial strategy-and deciding whether it still reflects where you want to go long term.
