What it is: A proposed additional 15% tax on a portion of superannuation earnings, including unrealised capital gains, for individuals whose total superannuation balance (TSB) exceeds $3 million (this threshold is not indexed)
The 2025–26 Australia Federal Budget outlined a series of measures to ease cost-of-living pressures, boost housing supply and provide targeted tax relief.
Federal Budget 2025: Key Announcements Read More »
When we replace judgment with curiosity, we create space for learning, understanding, and better decision-making.
How to be more curious, not judgemental Read More »
This case study highlights the importance of getting a second opinion when it comes to complex tax areas – doing so can uncover valuable opportunities.
Case Study: Reducing a $300k tax bill to $0 Read More »
Since your spouse super contribution is not automatically prepopulated in your tax return, many eligible people forget to claim this tax offset.
Tax time: Don’t forget to claim the spouse contribution offset Read More »
More than two years into the steepest interest-rate tightening cycle in decades, central banks worldwide are grappling with how fast to unwind the policy and start to bring interest rates down.
Taming inflation is not so easy Read More »
A handy refresher on how monetary and fiscal policy works in Australia ahead of the handing down of the 2024-2025 Federal Budget.
Explainer: Monetary and fiscal policy Read More »
If you pay your advice fees directly from a super or investment platform, GST will be collected differently from 1 July.
GST changes on adviser service fees Read More »
While term deposits can provide a secure income, don’t let inflation eat your lunch.
Cash is King – Until inflation steals the crown Read More »
These 10 steps can significantly reduce your risk of falling victim to scams and protect your financial wellbeing.
Scammers at tax time – 10 ways to protect yourself Read More »
What is inflation, how does it affect Australians and how many more interest rate rises can we expect in coming months? This explainer shares the answers.
Explainer: Inflation in Australia Read More »
On 1 June this year, all HECS-HELP debts will be subject to indexation of 7.1% – the highest rate in decades. Should you pay off your HECS-HELP this month to avoid that indexation?
Paying off your HECS-HELP debt – is now the time? Read More »
If you make life better for someone else, then you’re worth something. That’s true in business, and it’s true in life.
What’s your true net worth? Read More »
For many of us, the year starts now. And that makes this a good time to tackle five important life admin tasks that most of us never get around to doing.
5 important life admin tasks people never get around to doing (but should) Read More »
While there are no hard and fast rules, there are some rules of thumb that apply, $150,000 in household income being one.
Age, assets or income: When should you start working with a financial advisor? Read More »
