by Hayden Searles | Jun 9, 2025 | Superannuation
Superannuation changes from 1 July 2025 Australian superannuation laws are set to change once again in the 2025–26 financial year, as the nation’s fast-growing retirement savings system continues to evolve. Below is a summary of the confirmed superannuation changes...
by Hayden Searles | Jun 9, 2025 | Latest News
Client Investment Seminars – May 2025 In May, we hosted our latest Client Seminars in Sydney, Melbourne, and Rockhampton, bringing together clients for timely updates on the current investment landscape and insights into our partnership with JANA. All three...
by Hayden Searles | Jun 9, 2025 | Superannuation
Unpacking the $3M Division 296 Tax As the federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known as the Division 296 tax), concerns have emerged about its broader implications for investment strategies,...
by Hayden Searles | Jun 8, 2025 | Latest News
June 2025 Insights With the federal election now behind us and another financial year drawing to a close, it’s the perfect time to reflect on all you’ve achieved over the past 12 months and prepare for a fresh start in the financial year ahead. During May, while...
by Hayden Searles | May 9, 2025 | Aged Care
Understanding jointly owned property and aged care fees How does a jointly owned property affect aged care fees? Julie contacted us because her mother needed to enter residential aged care. They jointly own a property and recently found out there’s no exemption...
