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Financial Planning Articles

30% tax on super earnings above $3m

Treasury has released draft legislation to enact the Government’s plan to increase the tax rate on earnings on superannuation balances above $3m from 15% to 30% from 1 July 2025.

Will these super changes affect you?

As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently happened or are coming up soon.

A positive property outlook for some

There may be good news around the corner for residental property investors.

Mortgage vs super

With interest rates on the rise and investment returns increasingly volatile, where should you be putting your spare cash?

Setting yourself up for success in the new financial year

The start of a new financial year is the perfect time to set yourself up for the year ahead.

Retirement planning: it’s not all about the money

While individuals’ wealth and health are obviously important for anyone heading into retirement, there are other factors that are usually more important in determining the life satisfaction for retirees.

How do interest rates affect your investments?

Interest rates are an important financial lever for world economies and can also affect the value of the currency, which has a further trickle-down effect on other investments.

Autumn 2023

With Autumn underway, the changing season is a reminder to take stock and prepare for what’s ahead.

8 retirement mistakes and how to avoid them

To make the most of your retirement years, it’s important to have confidence that your savings will last the distance.

How To Spot and Stop Financial Abuse

The emotional and economic damage caused by financial abuse can be far reaching and devastating, but what is financial abuse?

Sustainable investing on the rise

Sustainable investing isn’t new and is becoming more mainstream. From climate change to gender diversity, more people are aligning their money with their values.

2022 Year in Review

2022 was the year of rising interest rates to combat surging inflation, war in Ukraine and recession fears. These factors combined to create cost-of-living pressures for households and a downturn in share and bond markets.