Insights
Estate planning for blended families involves unique challenges due to the need to fairly address the interests of current spouses, shared children, and children from previous relationships. Clear communication and professional advice are essential to create an effective plan that prevents disputes and ensures all wishes are respected.
Read MoreWe are often told that paying off the mortgage on our home should be our first priority because the interest is not tax deductible. But does this apply to everyone?
Read MoreIncome protection insurance is essential for safeguarding an individual’s ability to earn income, especially when accidents or illnesses prevent work. This type of insurance complements workers compensation and varies by policy terms and state regulations, making professional advice valuable for optimal coverage.
Read MoreWorkers compensation is a complex, state-based system in Australia that provides income and medical coverage for work-related injuries, but coverage details and benefits can vary significantly depending on the state or territory. This complexity can create financial challenges for injured workers, especially those with multiple jobs or high incomes.
Read MoreWars in Europe and the Middle East, volatile oil prices and shifting US policies are making headlines - but failing to dampen market optimism. The ASX closed the financial year with a near 10% return – its strongest since the COVID-19 crisis and despite US tariff threats. Despite tariff risks for the US economy, the S&P 500 index surged to a four-month high on hopes of future rate cuts and smooth trade negotiations.
Read MoreWhen the temperature drops, it feels like more of an effort, but getting outdoors, even when it’s chilly, can do your brain and body a whole lot of good.
Read MoreAustralians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.
Read MoreWith the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings.
Read MoreYou may have seen the viral headline about a new U.S. tax bill called the One Big Beautiful Bill, but what does it mean for Australian investors, especially super funds and small businesses with US exposure? Turns out, it could mean a hit to investment returns.
Read MoreFor decades, trust structures have been a cornerstone of the Australian tax and financial system, prized for their asset protection and flexibility when it comes to income distributions. However, with regulatory changes and mounting administrative complexity the shine has been wearing off lately, prompting some businesses and investors to rethink their use.
Read MoreThey’re advising from your insta and TikTok feeds, they’ve got huge followings, they speak with conviction - financial influencers or ‘finfluencers’. Please heed our caution, taking advice from unqualified sources can have serious consequences. We’re seeing examples of misleading claims, exaggerated deductions and outright misinformation.
Read MoreIf you're carrying an Australian Taxation Office (ATO) debt there is a good chance that it will cost you even more from 1 July 2025 onwards. This is because from 1 July 2025 two types of interest charges imposed by the ATO are no longer deductible.
Read MoreDivision 296 super tax is a controversial Federal Government proposal to impose an extra 15% tax on some superannuation earnings for individuals if their total superannuation balance (TSB) is over $3 million as at 30 June of the relevant income year.
Read MoreThe US economy experienced a notable slowdown in the first quarter of 2025. The latest GDP data showed the economy contracted at an annual rate of -0.3%.
Read MoreIf you are involved with running a Not for Profit (NFP) organisation it is important to be aware of key obligations and requirements.
Read MoreWith the 2025 tax season fast approaching the Australian Taxation Office (ATO) is reminding taxpayers to be careful when claiming work related expenses. This is in reaction to a spate of claims that didn’t quite pass the ‘pub test’.
Read MoreAs the Labor party settle back into their seats having secured a majority in the House of Representatives, we look at the campaign promises and the unfinished business from the last term.
Read MoreThere was a sigh of relief all round when the Reserve Bank lowered interest rates in May by 25 basis points to 3.85%. Markets largely recovered from April's losses during the month as US President Trump’s stance on trade softened. However, the legal and economic uncertainty of US tariffs remain a key concern for global and local markets.
Read MoreRetirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade in the alarm clock for leisurely mornings and to-do lists that are actually fun. But as you move into the next phase of your life; a thought might cross your mind: What now?
Read MoreAs the federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known as Division 296 tax), concerns and debates have emerged about the broader implications for investment strategies, retirement planning, and even the property market.
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