by Hayden Searles | Nov 11, 2024 | Superannuation
SMSFs – Keeping it in the family Self-managed super funds (SMSFs) can offer their members many benefits, but one that’s often overlooked is their potential as a multigenerational wealth creation and transfer vehicle. Family SMSFs are relatively rare. According...
by Hayden Searles | Nov 11, 2024 | Retirement
Reimagining retirement For many Australians approaching retirement, the idea of stopping work completely is becoming less appealing. Instead, the trend is shifting towards making work optional, giving those nearing retirement age the freedom to decide how much (or how...
by Hayden Searles | Nov 11, 2024 | Latest News
November 2024 Insights It’s the last month of spring, and with summer on the way, many people are preparing for Christmas and the holiday period. At its latest meeting, the Reserve Bank of Australia (RBA) left interest rates unchanged at 4.35%, citing persistently...
by Hayden Searles | Nov 11, 2024 | Aged Care
Understanding asset assessments when moving to care A common question from families transitioning a loved one into aged care centres on asset declaration, particularly about the family home and jointly held assets. Families often feel uncertain about what must be...
by Hayden Searles | Oct 16, 2024 | Latest News
Top 5 financial tips for your adult children As parents, one of the most valuable legacies you can leave your children is the gift of financial literacy. Providing practical, tailored advice can set your children on a path to financial stability and success. Sharing...
