Latest News

Are investment bonds worth considering?

06 Dec 2022 | Latest News

Investment bonds can be a cost-effective, tax-effective, and convenient way to pass on your wealth, and with tighter restrictions on super contributions and increased market uncertainty, bonds might be worth a fresh look.

How will Aged care impact your family?

05 Dec 2022 | Latest News

This article discusses key areas of aged care to assist you in further understanding this growing need in our community and how to apply it to your current or future circumstances.

Planning ahead for aged care

01 Dec 2022 | Latest News

It is expected that the Australian population over the age of 70 will reach nearly four million in the next 20 years[1], which means that aged care is an issue that will affect an increasing number of families.

Ignore the third stage of retirement planning at your peril

28 Nov 2022 | Latest News

There are three phases in retirement, active, quiet and frailty. It’s particularly important to plan for this ‘Frailty Years’ stage Here we outline the most important considerations when planning for these years and cover Government assistance, through to strategies for retirement planning.

Don’t bank your retirement on your business

15 Nov 2022 | Latest News

This article discusses the risks business owners face if they focus solely on the sale of their business to fund their retirement dreams. It provides steps to take to prepare for the sale or succession of your business, including building superannuation.