ADVICE TO HELP YOU GET AHEAD
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Newsletter
A Little July Reflection
January may be famous for fresh starts, but by February many New Year's resolutions have already lost momentum. July, on the other hand, offers something a little different.
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Newsletter
Client Success Story
What does it look like when nine years of small, consistent steps finally click into place? We share a hypothetical client story about looking back, seeing real progress, and walking into the new financial year with confidence rather than anxiety.
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Newsletter
Client Success Story
A workplace injury led David to a TPD claim he almost didn't make. Here's how one conversation gave him and Margaret real peace of mind.
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Newsletter
Client Success Story
For many people approaching retirement, Centrelink can feel like its own full time job. The forms, the asset and income tests, the supporting documents, it all adds up quickly, often at a time when people are already juggling a lot. This is the story of one client's experience working through that process with our team.
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Newsletters
Daffodil Day!
Daffodil Day is a special day dedicated to raising awareness and funds to support people affected by cancer. The daffodil is a symbol of hope and resilience, representing the ongoing efforts to improve cancer research, prevention, treatment and support services. By coming together on Daffodil Day, we can help make a meaningful difference and bring hope to those impacted by cancer.
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Newsletter
EOFY Pension Planning: Avoiding Common Superannuation Pitfalls
For many retirees with a Self-Managed Super Fund (SMSF), pension payments are designed to operate smoothly throughout the year. Once regular drawings are established, it is easy to assume everything is running exactly as intended. However, EOFY is an important reminder that SMSF pension arrangements still require regular monitoring and review.
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Newsletter
Fight MND/ Big Freeze 2026
Every King's Birthday weekend, thousands take the plunge at the MCG in the name of a cause that touches more Australians than most realise. We look at the story behind the Big Freeze, the legacy of Neale Daniher, and why having the right financial plan in place matters when life takes an unexpected turn.
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Newsletter
Future Focus: Australians are wealthy - why don’t we feel it?
Future Focus: Australians are wealthy - why don’t we feel it? High net worth doesn’t always translate into financial flexibility.
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Newsletter
Potential ‘missteps’ with excess concessional contributions
The SMSF sector is once again grappling with the unintended consequences of contribution missteps, with advisers warning that overlooked excess concessional contributions and shifting TSB thresholds are pushing more trustees into compliance trouble.
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Newsletter
Reversionary pension vs BDBN - which one is better?
Advisers are discovering that the "default reversion" and the "later Binding Death Benefit Nomination" don't automatically override one another, and the wrong structure can lock in an outcome the client never intended.
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Newsletter
SMSF auditor compliance focus for 2026-27
The ATO has told SMSF auditors that its 2026–27 program focuses on evidence, market valuations, audit quality and auditor obligations.
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Newsletter
Speed Date with Chris!
We've asked some quick, light-hearted questions to give you a glimpse into their personalities, passions, and approach to financial planning. From what inspires them to their favourite meal, you'll discover why they're dedicated to helping you achieve financial success, with a few surprises along the way!