Latest News

These are regular payments made from your superannuation fund or purchased using either superannuation money or savings. Keep in mind, these are general guidelines only. For more information, you can either: visit a service centre call the Centrelink Older Australians Line and speak to a Financial Information Service Officer. What types of income streams there...Read More

Get the help you needIf you’re faced with a sudden accident or injury, or you have a chronic illness, getting help can be tough, and that’s ok. Before you begin, you may want to ask for support from family or friends, so you feel ready to work through your to-dos. Get important paperwork doneSorting out...Read More

There are a number of ways to buy shares, including when they first float. How investing in shares works A share is part ownership in a company. Companies issue shares to raise money. After that, investors can buy and sell those shares to and from each other. When you own shares, you own a small...Read More

Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist48,500 new SMSFs were established in the 12 months to December 2025, the highest annual number on record. Nearly 40% of newly established SMSFs reported using AI based tools to assess whether an SMSF was right for them before setting one...Read More

Making the most of your peak earning yearsMany Gen X Australians are now in their peak earning years and retirement is not too far away. While many people in this age group are earning more than ever, not everyone is on track to achieve the level of financial security they would like in retirement. This...Read More

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wiselyAustralia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth1. As more Australians receive an inheritance, taking time to develop a clear plan...Read More

Discounts, offers and rewards programsCost of living is impacting people across Australia, with everything from interest rates to the weekly grocery shop contributing to the strain. While there isn’t one catch-all solution, there are different ways you can tackle the financial squeeze. Reward and discount programs may not seem like you’re saving a huge amount,...Read More

The Australian Government has announced it is introducing new consumer protections for Support at Home participants. These are in addition to protections already in place to ensure reasonable prices and service quality for participants. The government has also announced it will pause the implementation of price caps for Support at Home services. This pause allows...Read More

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments? With ongoing global developments layered on top, it can feel as though some form of...Read More

Understand which contributions are before-tax or after-tax and how super and tax rules apply to them. Tax and restrictions on contributionsYour superannuation is usually taxed at a lower rate than most income and investments. However, if your contributions exceed thresholds (called ‘caps’) that apply to concessional and non-concessional contributions, the amounts above the caps will...Read More