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Property or shares Is the Australian investment dream changing 1200x630

Property or shares: Is the Australian investment dream changing?

Mannie Lucero November 21, 2025 No Comments

Property investments appear to be on the wane with younger investors as house prices rise: the number of those expecting property will be their biggest investment at retirement is half…

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Setting your grandkids up for the future: A Grandparent’s guide

Mannie Lucero November 21, 2025 No Comments

Providing financial support to your grandchildren can be a meaningful way to invest in their future. From practical steps to financial strategies and legal considerations, there are several ways you…

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Enjoying your retirement

Mannie Lucero November 21, 2025 No Comments

Retirement can be a golden opportunity to make changes to your lifestyle and routine and boost your wellbeing in the process. Find out more about the benefits of using your…

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What is a beneficiary and why you need one for your super

Mannie Lucero November 21, 2025 No Comments

The assets that make up your estate may include property, bank accounts, investments and superannuation. How your estate will be distributed after your death will depend on who you nominate…

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Your obligations as an SMSF trustee

Mannie Lucero November 11, 2025 No Comments

The following outlines your obligations as a trustee or director of a corporate trustee of a Self Managed Super Fund (SMSF) and what happens when they are not met. Understand…

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Value your business

Mannie Lucero November 10, 2025 No Comments

Working out how much your business is worth can be an important part of getting finance, attracting investors or selling your business. Here are some suggested steps to help you…

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What happens to your super when you retire?

Mannie Lucero November 10, 2025 No Comments

Superannuation is one of the important pillars of savings in retirement for most Australians. After years of working and contributing to your super fund, retirement is when you are finally…

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Investing an inheritance from $10,000 to $100,000 whatever your life stage

Mannie Lucero November 10, 2025 No Comments

Receiving an inheritance may be a once in a lifetime financial opportunity that also coincides with a very difficult, emotional time in your life. Whether you inherit $10,000 or $100,000,…

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Protecting your money – Cybersecurity and scam awareness

Mannie Lucero November 10, 2025 No Comments

Your super and investment savings represent years of hard work for a secure future. Unfortunately, they can be a prime target for scammers, causing significant financial loss and emotional distress. Financial…

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Australian property market approaches $12 trillion as national price momentum builds

Mannie Lucero November 10, 2025 No Comments

Overview Australia’s property market has reached a new milestone, with the total value of residential real estate climbing to $11.8 trillion for the first time, increasing by $678 billion over…

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Higher deeming incomes, Age Pension asset test limits and payments from 20 September

Mannie Lucero November 10, 2025 No Comments

Deeming rates changed for the first time in five years in September, which will affect the income the government estimates retirees earn from their investments. At the same time, Age…

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Economic update November 2025

Mannie Lucero November 10, 2025 No Comments

Global Trade tensions re-escalated in October, with the US responding to increased rare earth export controls from China with an additional 100% tariff alongside export controls on critical software. This…

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