Financial strategy insights

Making the most of a QSuper Defined Benefit account

Damien Kennedy, Director

Imagine not having to rely on investment returns to determine your final retirement benefit, but instead having certainty around the lump sum you eventually...Read more

Why timing is key for executives to build wealth

Nerida Cole, Managing Director, Head of Advice

Too little time and paying too much tax are common concerns for executives. Nerida Cole discusses why financial strategies for executives also need to be...Read more

What you need to know about the new financial year changes to super

Ishara Rupasinghe, Executive Director

Keeping on top of the latest super rules can sometimes feel like a full-time job. But whether you’re a member of a retail fund, industry fund, public...Read more

How couples can keep their super balance growing more evenly

Nerida Cole, Managing Director, Head of Advice

If you are a member of a couple and want to build your super balance tax effectively, now is a great time to look at superannuation spouse contribution...Read more

Financial planning for busy executives

Ishara Rupasinghe, Executive Director

A successful and demanding executive career often leaves little time to devote to your own finances. Constant time pressures can lead to important decisions...Read more

Should I stay in my defined benefit super fund?

Ishara Rupasinghe, Executive Director

Not many people would pass on a guaranteed lifetime pension. That’s what’s on offer with many defined benefit funds― often referred to as public...Read more

Estate Planning in a COVID-19 World

Vik Sundar, Managing Director – Law

As the world adjusts to ‘the new normal’ in the face of COVID-19 (or coronavirus), one often overlooked impact of the virus is its effect on...Read more

Why it could be time to review your estate planning

Vik Sundar, Managing Director – Law

Australia is experiencing one of the largest intergenerational wealth transfers in our history, with more than $3 trillion dollars expected to pass to...Read more

End of financial year tips to help you save on tax

Nerida Cole, Managing Director, Head of Advice

With only a small window remaining until the end of the financial year, focusing on tax and super-saving opportunities now is critical. Working effectively...Read more

Make a financial health check part of your New Year’s resolution

Madison Kennedy, Director

When the long summer days of January roll around, it’s a perfect time to take stock of resolutions and get organised for the year ahead. Health,...Read more

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