Welcome to this month’s edition of our client newsletter. In this issue, we explore salary sacrifice vs personal deductible superannuation contributions – both valuable strategies, but which

As we settle into 2025, it’s the perfect time to stay informed about key tax, financial and superannuation changes that could impact you. This month’s

Introduction Downsizer super rules allow people aged 55 and over who sell their home to contribute up to $300,000 into super. The rules say that

With interest rates remaining stubbornly high, and some property investors bailing out altogether, others are taking steps to refinance their debt in order to secure

Did you know that about 60%[1] of people aged 67 and over receive an age pension? Some of these pensioners don’t receive a full pension.

This month’s newsletter is packed with helpful articles for the festive season and beyond. As year-end celebrations approach, our first article explains the tax rules

Many people choose to set up self-managed superannuation funds (SMSFs) or wrap accounts as an alternative to retail or industry superannuation funds to gain more