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The importance of purpose driven team meetings

The importance of purpose driven team meetings

Colette Dunn August 26, 2026 No Comments

In every successful financial planning business that I have had an association with, communication is the foundation of performance, collaboration and accountability. While meetings are often criticised for consuming valuable…

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Will I pay capital gains tax on my inheritance?

Will I pay capital gains tax on my inheritance?

Mannie Lucero August 25, 2026 No Comments

In Australia, special capital gains tax (CGT) rules apply to the transfer of assets from a deceased estate. The most common types of capital gains assets are property, shares and…

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What would you do if you could retire tomorrow?

What would you do if you could retire tomorrow?

Mannie Lucero August 25, 2026 No Comments

Not in ten years’ time. Not when you’ve finished paying off the mortgage. Tomorrow. For many of us, imagining retirement isn’t the hard part. Whether we’d feel ready for it…

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How much super do I need to retire at 60?

How much super do I need to retire at 60?

Mannie Lucero August 25, 2026 No Comments

Your approach to superannuation is likely to change as you near retirement. And while your own personal circumstances may influence how you approach super in your 60s, there are still…

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Fake caller ID – how to know who’s really contacting you

Fake caller ID – how to know who’s really contacting you

Mannie Lucero August 25, 2026 No Comments

Fake caller ID (also called caller ID spoofing) is a common technique that scammers can use to disguise their real phone number. It’s one of the ways they may try…

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Economic update August 2026

Economic update August 2026

Sam Little August 12, 2026 No Comments

Market developments during July 2026 included: Market Summary Global share markets softened in July as weakness in US technology shares weighed on investor sentiment, while Australian shares outperformed after lagging…

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What is an investment platform?

What is an investment platform?

Sam Little August 12, 2026 No Comments

You may have heard of investment platforms (or master trusts or wrap accounts, which are two types of investment platforms). An investment platform is an administrative system for your investments.…

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The explosion of the Australian credit market

The explosion of the Australian credit market

Sam Little August 12, 2026 No Comments

A reshaping of Australia’s financial landscape is underway, driven in large part by the Australian Prudential Regulation Authority’s (APRA) 2024 mandate to phase out bank hybrids by 2032. For decades,…

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Investing for income

Investing for income

Sam Little August 12, 2026 No Comments

Share markets are renowned for taking unexpected downturns and while history shows that markets eventually recover, this rebound in value can occasionally take time. Investors concerned about this risk might…

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Inflation vs your savings

Inflation vs your savings

Sam Little August 12, 2026 No Comments

Inflation is a slow force working against your financial goals. It can quietly erode the purchasing power of your money over time. While it’s tempting to see cash as a…

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How to read and understand your super statement

How to read and understand your super statement

Sam Little August 12, 2026 No Comments

Your super may be one of the biggest assets you’ll ever own – and for most of your working life, it works away in the background to grow your retirement…

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Avoiding income tax bracket creep

Avoiding income tax bracket creep

Sam Little August 12, 2026 No Comments

You earn more money; you pay more tax. So far, so fair. But what’s not so fair happens when your wage rise bumps your earnings into a higher tax bracket,…

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