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Downsizing at a glanceDownsizing your home can reduce the size of your mortgage and ongoing running costs in some situations, but buying and selling costs can add up. Your equity and loan to value ratio (LVR) can affect your next loan options and costs, including whether lenders mortgage insurance (LMI) applies. If you’re 55 or...Read More

Spot the warning signs of barter credit tax schemes before they cost you. This tax time, it’s important to steer clear of a tax scheme involving ‘barter credits’ – a form of trade credit used in some business networks. Described in TA 2025/3 Arrangements to improperly access deductions for donations of ‘barter credits’, the tax...Read More

Australians scammed out of A$3,000 or less could be able to claim automatic reimbursement from banks, phone companies or tech companies, under a new federal government proposal. Last year, there were 481,523 scam reports in Australia, worth A$2.18 billion, with a median loss of $400, a recent official report found. That was up 7.8% from...Read More

If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation payment (DASP)If you’ve worked in Australia on a temporary visa, you may have accumulated superannuation that has been paid by your employer under the compulsory super guarantee. You may be eligible to have this super...Read More

The Support at Home program was introduced in November 2025 and replaced the Home Care Packages Program and the Short-term Restorative Care Programme. This completely changes how older Australians access in-home care. Additional changes have been introduced since, which means that the Australian Government will fully fund personal care services if you have been assessed...Read More

Even investors who bought at the worst possible moments over 25 years still more than tripled their moneyOne of the most common fears investors face is putting money into the market today, only to see asset prices fall significantly tomorrow. It’s understandable; when headlines are dominated by war, tariffs, inflation risks and AI spending concerns...Read More

Here are some ways to help you get the most out of any retirement savings. Do a retirement budgetWhen you retire, some of the things you spend your money on will change. Having a budget will give you a plan – and control – for your retirement spending. If you’re not sure how to even...Read More

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records.How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. Why keep records?Superannuation law requires trustees to keep extensive records including financial and trustee records. Poor record keeping can make it difficult...Read More

As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most of this window can play a crucial role in building long term financial security. The mid-career phase is a critical opportunity for women to get their financial house in order and build their long-term financial...Read More

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available. For many investors, it’s not simply that super remains attractive but that the rules continue to change. Understanding these changes can help ensure your strategy takes advantage...Read More