Superannuation fraud has become a critical issue, as illustrated by the experience of Lee Braz, who lost his life savings to sophisticated scammers. This alarming trend underscores the urgent need for enhanced security measures to protect consumers as reported by Michael Atkin, National Consumer Affairs Reporter, ABC News. Lee Braz, […]

Estate planning is often associated with the end of life, but it is, in reality, a crucial process that spans every stage of life. From young adults starting their careers to retirees enjoying their golden years, having a comprehensive estate plan ensures that your assets are protected, your wishes are […]

Uncertainty is a constant. Whether it’s economic shifts, health concerns, or unexpected life events, the unpredictability of the future underscores the importance of risk planning. Risk planning is not about fearing the future; it’s about being prepared for it. By strategically managing risks, both personal and business, you can safeguard […]

As we embark on a new financial year, it’s the perfect time to reassess and plan for the year ahead. Whether you’re an individual looking to optimise your finances or a business owner aiming to drive growth, these three key areas deserve your attention. 1. Set Clear Financial Goals For […]

In 2019, Australian Government launched Protecting Your Superannuation Package (PYSP). The goal was to shield your balance from being nibbled away by insurance costs. So what does this mean and what actions can you take? >> Inactivity Alert The PYSP prevents insurance cover for inactive super accounts – those that […]

Jessica Roberts hails from Colebrook, a rural town in the Southern Midlands in the central region of Tasmania. Colebrook has a population of approximately 300 people. And it’s Jessica’s (Jess) commitment to volunteering, which spans over a decade that reflects a deep-seated ethos of giving back in the wider community.  […]

As we navigate life’s milestones, including retirement and estate planning, it’s crucial to understand how financial advisers can support us and our loved ones. Here’s a breakdown of key insights from a recent article published on Professional Planner that sheds light on how financial planning can benefit you and your […]

Retirement planning can seem like a puzzle with pieces that don’t always fit. According to a recent report from Colonial First State (CFS), the average Australian believes they need a hefty $1.6 million saved up for a comfortable retirement. Kelly Power, the Chief Executive of CFS Superannuation finds this figure […]

The Australian Securities and Investments Commission (ASIC) has taken significant step in enforcing director compliance. Although the facts of this matter are not public this action acts as a stark reminder that all company directors, including the directors of a special purpose company that acts as the trustees of an […]

Change is the only constant! And yet our ability to navigate through it with resilience and adaptability is constantly challenged. Resilience isn’t just about bouncing back it’s also about bouncing forward, stronger and more capable than ever before. Here are 3 steps to to think about and practice in 2024 […]