Divorce and your super
Separating from a partner is one of the most significant changes many people experience. Alongside the emotional impact, there are often practical decisions to make about housing, finances and future…
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Estate planning in retirement – What you need to know
Why is estate planning important in retirement? When planning for retirement, many people focus on whether they have enough money to support their lifestyle. But another important question is: What…
Have your retirement goals changed
Retirement isn’t a fixed destination. What you want from retirement today may look very different from what you imagined a few years ago. Life has a habit of changing plans.…
Getting married
Making a commitment to share your life with another person is a significant milestone and there is a lot you can do to manage your money as a couple. Manage…
We are in the experience business
Everyone knows that, following the departure of so many financial advisers over the past few years, new client opportunities have probably never been more plentiful for those who remain. However,…
The importance of purpose driven team meetings
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…
Will I pay capital gains tax on my inheritance?
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…
What would you do if you could retire tomorrow?
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…
How much super do I need to retire at 60?
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…
Fake caller ID – how to know who’s really contacting you
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…
Economic update August 2026
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…
What is an investment platform?
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.…