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Federal Budget: 2025-26 Analysis

Federal Budget: 2025-26 Analysis

Much of the 2025 Federal Budget was already known, following a volley of pre-election spruiking for votes. However, Treasurer Jim Chalmers had one surprise up his sleeve—$17 billion in tax cuts. The first round of cuts will take effect on 1 July 2026, with the second...

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March 2025 Market Snapshot

March 2025 Market Snapshot

As we say goodbye to the heat of summer, we can look forward to enjoying the cooler days ahead. Along with the drop in temperature, the RBA brought much relief to mortgage holders by cutting the cash rate by 25 basis points in February. The cash rate is now sitting at...

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You may have unclaimed money – here’s how to check

You may have unclaimed money – here’s how to check

The recent holiday period and gift-giving has left many of us a little short of cash, so it can be comforting to learn that billions of dollars in unclaimed money are being held by various government agencies, just waiting to be claimed by their rightful owners The...

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5 tips for financial success in the new year

5 tips for financial success in the new year

As we welcome the new year, it's the perfect time to reflect on our financial goals and explore essential financial tips for the new year to ensure we're on the right track. This article is not only a timely reminder for you but also a valuable guide to share with...

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Recharging for success

Recharging for success

As a small business owner, you may find it difficult to justify taking time off. After all, your business demands constant attention, and you might worry about what will happen if you step away. However, taking a break and recharging for success can be one of the most...

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Event Recap: Living Through Retirement

Event Recap: Living Through Retirement

On Wednesday, 27 November 2024, we hosted two sessions focused on Living Through Retirement at our Sydney Offices. Both sessions provided attendees with valuable insights into the complexities of retirement planning and a conversation around the financial strategies...

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December 2024 Market Snapshot

December 2024 Market Snapshot

Welcome to summer—a season of activity, last-minute tasks, and celebrations with family and friends. We take this opportunity to wish you and your family a joy-filled and safe festive season! While headline inflation eased to 2.8% in the September quarter, the Reserve...

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November 2024 Insights

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 high underlying inflation...

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Top 5 financial tips for your adult children

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 financial tips for your adult children can...

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October 2024 Insights

October 2024 Insights

It’s October, and as spring delivers a bracing mix of weather events—from rain and wind to snow and hail in some parts—we’re looking forward to the longer, warmer days ahead. Interest rate speculation is rife after the Reserve Bank of Australia (RBA) kept rates on...

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Estate planning gives you a final say

Estate planning gives you a final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative mess in the future. Your will gives you a say in how you want your possessions and...

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September 2024 Insights

September 2024 Insights

Welcome to spring, a season that can inspire personal, business, and financial renewal. We hope you enjoy the sunshine and warmer weather. Global stock markets—including the ASX—largely stabilised by the end of August after a turbulent month. It was a rocky start,...

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