WealthEffectGroup.

Discretionary trusts are often utilized for asset protection, tax planning, and wealth distribution. They are invaluable tools for many...

On Thursday, U.S. President Donald Trump announced a sweeping new round of tariffs, marking a significant and deliberate shift in...

In a widely anticipated move, the Reserve Bank of Australia (RBA) has left the cash rate unchanged at 4.10 per cent, avoiding any April...

On Tuesday night, Treasurer Jim Chalmers unveiled the 2025 federal budget. Due to the impact of Cyclone Alfred, an election has not yet...

Our latest market review outlines significant developments across different asset classes, providing a comprehensive analysis and...

Welcome to 2025! The Reserve Bank of Australia (RBA) kicked off the year with a bang, cutting the official cash rate by 0.25% to 4.10% ....

When Australians think about financial planning, retirement often comes to mind first. And rightly so—financial planning is about setting...

When you meet the love of your life, it’s natural to imagine growing old together. However, many couples don’t consider the...

Australian Market Overview: The ASX 200 Accumulation Index experienced a modest gain of 0.7% in February, closing at 8,590 points. This...

The Reserve Bank of Australia (RBA) has opted to maintain the official cash rate at 4.35% during its final monetary policy meeting for...

The latest Consumer Price Index (CPI) figures show that inflation has finally returned to the Reserve Bank of Australia’s (RBA) desired...

Introduction   Having a solid Will in place is crucial if you want your estate assets to be distributed according to your wishes. You...

Introduction   Planning for what happens after you pass away is something many people tend to avoid. Yet, it's essential. Without a clear...

Many of you may be preparing your annual personal tax returns and might need to consider your superannuation contributions and how to...

Many people who haven't consulted a planner or delved into the newsletters from their superannuation funds might think they can only...

Navigating the SMSF Trustee Declaration: A Comprehensive Guide Setting up or becoming a part of a Self-Managed Superannuation Fund (SMSF)...

Meet Alister and Catherine, a lovely couple in their early 60s, enjoying their retirement. They have two adult children, both with...

Many parents want to help their children with significant expenses like house deposits, education, or other needs. However, gifting money...

The Reserve Bank of Australia (RBA) has decided to keep the cash rate steady at 4.35% for the sixth consecutive time . This decision...

Many SMSF Trustees are aware of the importance of estate planning for the proper distribution of assets after their death. However, not...