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Understanding Discretionary Trusts
Discretionary trusts are often utilized for asset protection, tax planning, and wealth distribution. They are invaluable tools for many...
3 min read


Trump's Tariffs Escalate
On Thursday, U.S. President Donald Trump announced a sweeping new round of tariffs, marking a significant and deliberate shift in...
4 min read


RBA Holds Cash Rate Steady Amid Global Uncertainty and Inflation Concerns
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...
2 min read


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


Feb & March 2025 Market Review and Strategic Insights for Investors Overview.
Our latest market review outlines significant developments across different asset classes, providing a comprehensive analysis and...
6 min read


RBA's First Move of 2025: A Deep Dive into the Rate Cut Decision
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% ....
4 min read


Financial Planning in 2025
When Australians think about financial planning, retirement often comes to mind first. And rightly so—financial planning is about setting...
3 min read


Retirement Planning for Couples: Practical Insights & Strategies
When you meet the love of your life, it’s natural to imagine growing old together. However, many couples don’t consider the...
4 min read


Market Update - February 2025
Australian Market Overview: The ASX 200 Accumulation Index experienced a modest gain of 0.7% in February, closing at 8,590 points. This...
3 min read


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


Return to RBA's Target Range for inflation 2-3%
The latest Consumer Price Index (CPI) figures show that inflation has finally returned to the Reserve Bank of Australia’s (RBA) desired...
3 min read


Wills and Testamentary TrustsÂ
Introduction  Having a solid Will in place is crucial if you want your estate assets to be distributed according to your wishes. You...
3 min read


Intestacy – Why You Need a Will
Introduction  Planning for what happens after you pass away is something many people tend to avoid. Yet, it's essential. Without a clear...
6 min read


Understanding Superannuation and Personal Deductible Contributions
Many of you may be preparing your annual personal tax returns and might need to consider your superannuation contributions and how to...
4 min read


Exploring the Importance of the Retirement Condition of Release After Age 60
Many people who haven't consulted a planner or delved into the newsletters from their superannuation funds might think they can only...
8 min read


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


Case Study: Alister & Catherine's Financial Strategy
Meet Alister and Catherine, a lovely couple in their early 60s, enjoying their retirement. They have two adult children, both with...
2 min read


Why You Should Make Loans to Your Children, Not Gift Them MoneyÂ
Many parents want to help their children with significant expenses like house deposits, education, or other needs. However, gifting money...
4 min read


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


What are the distinctions between SMSF Estate Planning and Succession Planning?"
Many SMSF Trustees are aware of the importance of estate planning for the proper distribution of assets after their death. However, not...
3 min read
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