News & Insights

Spring 2024 Newsletter

We look at the changes to super rates and rules from 1 July 2024, including the increase to the Superannuation Guarantee (SG) rate and super contribution caps.

Residential Aged Care Changes

The Government has proposed a number of changes to the support available for ageing Australians at home, as well as in residential aged care services. The changes will apply from 1 July 2025.

Winter 2024 Newsletter

Learn smart ways to use your tax savings and what life insurance can do for your retirement in this Winter 2024 issue.

Five Adjustments if Your Spouse Moves to Care

Life is filled with changes. But with preparation and good advice, you may be able to manage the changes more effectively to minimise the stress.

Autumn 2024 Newsletter

Relax with a cuppa and catch up on the latest in our Financial Focus - Autumn 2024 Edition.

Financial Challenges for Couples

Second marriages may present additional financial challenges when balancing day-to-day expenses with implications for aged care funding.

Take Your 28 Days to Decide

How you choose to pay for your room in aged care is an important decision, and with large dollars involved, it is one that should not be rushed. Know your rights and take time to get advice.

Three Aged Care Mistakes You Should Avoid

Moving into residential aged care can be a stressful period with complicated rules, family conflicts and rushed timeframes.

Summer 2023/24 Newsletter

Take a break from the heat and catch up on the latest in our Financial Focus - Summer 2023 Edition.

Spring 2023 Newsletter

Greater super contribution opportunities from 1 July 2023, and more in this edition of our newsletter.

Why do investment markets go up and down?

A major component of fluctuating markets is supply and demand, which affects what investors will pay for an investment. So why do shares fluctuate?

What is diversification?

When thinking about investing, it can be tempting to choose a single type of investment that you’re most comfortable with, such as a property or perhaps a company that’s a household name.
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