October 2025 Client Seminars In October, we welcomed clients in Sydney, Melbourne, and Rockhampton for a series of seminars focused on navigating market trends and building financial confidence across generations. These events explored two key themes: understanding...
Unpacking the $3M Division 296 Tax As the federal government moves to introduce additional tax on superannuation earnings above $3 million (known as the Division 296 tax), concerns emerged about its broader implications for investment strategies, retirement planning,...
Stay Sharp. Stay Secure: Your guide to staying safe online Think cyber security is just for the tech team? Think again. October is Cyber Security Awareness Month, the perfect time to pause and ask yourself: Am I doing enough to stay safe online? To help you stay...
How changes to the income assessment affects older Australians The Australian Government has increased the rates used to assess income from financial assets for the Age Pension and other income support payments. For families supporting an older loved one, this change...
Is it too late to start planning for retirement if I’m in my 50s or 60s? By Liz Whalley Financial Adviser Based in our Rockhampton office, Liz is dedicated to helping clients achieve their goals through tailored, professional advice. Retirement planning is one of the...
