By Peter Kelly on 9 October 2025 For years, Australians have been told they need $1 million in superannuation to retire comfortably. It’s a figure that’s often repeated
By Peter Kelly on 18 September 2025 Retirement is meant to be a time of freedom, relaxation, and enjoyment after years of hard work. But for many Australians,
By Peter Kelly on 1 September 2025 From 20 September 2025, the Australian Government will increase the deeming rates used to calculate income from financial assets for Centrelink
By Peter Kelly on 18 June 2025 The start of a new financial year is a great time to take control of your money. Whether you’re earning a
By Peter Kelly on 30 April 2025 In times of economic uncertainty, managing your living expenses can be challenging. However, with some careful planning and smart decisions, you
By Peter Kelly on 26 March 2025 The unexpected BudgetThe Government had hoped they would not need to deliver a Budget before the Federal Election, as they expected
By Peter Kelly on 18 September 2024 When planning for retirement, one of the key considerations is ensuring a steady income stream to support your lifestyle. Annuities can
By Peter Kelly on 31 July 2024 Buying a first home is a significant milestone, but with rising property prices, it’s becoming increasingly challenging. Enter the “Bank of
By Peter Kelly on 11 July 2024 In 2022, 130,000 Australians retired. The average age at retirement was 64.8 years[1]. People retire for a variety of reasons including:
By Peter Kelly on 27 June 2024 As we approach the start of the 2025 financial year on July 1, 2024, there are several important considerations for us
The new year is a great time to reflect on your financial situation and plan for the future. Whether you want to save more, pay
As time is running out to implement superannuation strategies for the 2023 financial year, let’s turn our attention to what will be changing from 1
End of Financial Year can be daunting, but if you have these strategies, surely you will be able to manage End of Financial Year stress
Did you know? By 1895 each Australian State had introduced its own inheritance (estate) tax. This tax was also often referred to as “death duties”.