The SMSF landscape is changing
More Australians are choosing to take direct control of their retirement savings by establishing a self-managed super fund (SMSF) and according to the SMSF Association, Aussies now see their super…
Category: Wealth Transfer
Spring 2026
September is upon us, and spring is in the air. It’s time to shake off the winter cobwebs and enjoy the warmer weather the new season brings. In a mixed picture for the Australian economy,…
How to maximise the impact of your inheritance
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,…
Protect and grow wealth in uncertain times
Interest rate swings, market volatility and global tensions make one thing clear: wealth management needs both protection and growth strategies to thrive.Finding the balance between driving growth…
Beware pushy sales tactics targeting your super
How to keep your super safeThe Australian Securities and Investments Commission (ASIC) has warned Australians to beware of high-pressure sales tactics aimed at getting people to switch…
Financial missteps can mean missed opportunities
In a world of constant financial noise, from market updates and interest rate speculation to economic forecasts, it’s easy to feel overwhelmed and choose to do nothing.But inaction can be costly…