Exclusive
Seven things I would tell my younger self about superannuation and investing
6 August
At 60, retirement no longer feels like a distant event. It is close enough to imagine the lifestyle I want, the experiences I hope to enjoy and the financial decisions that will shape the years ahead. Looking back to when I first started work,...[Read More]
Travelling after 70: Keeping adventure in retirement
6 August
Reaching your seventies does not mean your travelling days are over. Yet many retirees begin to second-guess international travel because of health concerns, unfamiliar airports, long flights and the fear that something may go wrong away from...[Read More]
Tax planning for business owners: Five questions to ask your accountant
6 August
Tax planning is not simply about finding deductions at the end of the financial year. Effective planning helps business owners understand their position, prepare for upcoming obligations and make informed decisions about cash flow, investment and...[Read More]
What is your finish line?
6 August
The idea of a finish line is often associated with sport. It might be the white line at the end of a running track, the final kilometre of a marathon or the moment a competitor stands on the podium after years of training. But finish lines exist...[Read More]
Understanding the taxation of shares: Why your accountant matters
30 July
Investing in shares can be an effective way to build long-term wealth, but it also brings tax obligations that every investor should understand. Whether you own a handful of shares or a diversified investment portfolio, keeping accurate records...[Read More]
Defining your retirement dream
30 July
Reaching retirement age often comes with a long-held expectation: this is finally the time to live the dream. After decades of working, raising a family, paying bills and meeting responsibilities, retirement can represent freedom, choice and the...[Read More]
Quarter 3 tax tips for small business
23 July
The third quarter of the calendar year—July to September—is an important period for Australian small businesses. The rush of 30 June may be over, but the new financial year brings fresh reporting obligations, payroll changes and an opportunity...[Read More]
Top 5 new skills to develop in retirement
23 July
Retirement is often described as the time to slow down, but it can also be the perfect opportunity to finally master the skills that were pushed aside during a busy working life. Careers, family commitments and everyday responsibilities can leave...[Read More]
Top 7 signs you are ready to retire
16 July
Retirement is one of life’s biggest financial and personal transitions. While many people focus on reaching a particular age, being ready to retire involves much more than simply qualifying to access superannuation or receiving the Age Pension. A...[Read More]
The top 10 things small business owners often forget when getting started
16 July
Starting a small business is exciting. You may have a great idea, industry experience and the motivation to build something of your own. However, enthusiasm alone does not create a sustainable business. Many new business owners focus heavily on...[Read More]
The new financial year has begun: What are your numbers really telling you?
9 July
Once tax time has passed, many small business owners breathe a sigh of relief and move on. But the start of a new financial year is actually one of the best times to pause, review your numbers, and ask: what did last year really show us? Your...[Read More]
Why people avoid financial advice—and three reasons they shouldn’t
2 July
Most people want to feel financially secure. They want to manage their household expenses, build savings, make the most of their superannuation and eventually enjoy a lifestyle of choice. Yet many Australians delay speaking with a Financial Adviser,...[Read More]
Payday Super starts 1 July 2026: What employers and employees need to know
2 July
Payday Super is now here, and it changes the way employers manage superannuation payments. From 1 July 2026, employers are required to pay employee superannuation guarantee contributions in line with their regular pay cycle, rather than relying...[Read More]
Aged care conversations every family should have
2 July
Aged care is one of the most emotional and important topics a family will ever face. It often involves three generations: ageing parents, adult children, siblings, partners, and sometimes grandchildren who are deeply connected to the person needing...[Read More]
Understanding your legal obligations when selling or winding down a business
2 July
Selling a business or bringing it to an end can be a major financial and emotional decision. Whether you operate as a sole trader, partnership or company, closing the doors is only one part of the process. Contracts, employees, debts, registrations,...[Read More]