Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Updates and perspectives from our team
Investing
The Rise of Investment Scams: Key Signs to Watch Out For
Be suspicious of anyone offering you easy money. Scammers are skilled at convincing you that the investment is real, the returns are high, and the risks are ...
Topical
Take Control of Your Digital Safety: Strategies for a Secure Online Experience
Scams, card fraud and online impersonation are a big problem these days, with the latest statistics showing that in the past year, 3.5 million Australians fell ...
Superannuation
Navigating the New Financial Year: Key Changes to Superannuation Rules
With a new financial year underway, now’s the time for small business employers to check they’re across the latest changes to super obligations - from ...
Insurance
Navigating the Small Business Insurance Checklist: Key Coverage Areas to Consider
Running a small business in Australia comes with plenty of rewards but also risks. From customer injuries to cyberattacks, accidents and unexpected setbacks ...
Tax
Understanding Family Trusts in Australia: Key Advantages & Disadvantages
A growing trend among Australians is to leverage Family Trusts to protect their assets, manage tax efficiently, and ensure smooth intergenerational wealth ...
Superannuation
Understanding the $3 Million Super Tax: Implications for Your Finances & Next Steps
As the federal government moves to introduce a new 15% tax on superannuation earnings above $3 million (known as Division 296 tax), concerns and debates have ...
SMSF
July 2025 Tax Update: Implications for Individuals and Businesses
In our July 2025 tax update, we highlight the ATO's crackdown on work-related expenses in personal tax returns after recently revealing some of the claims that ...
Property
July 2025 Quarterly Property Update: Trends and Market Analysis
During the quarter, there was a broad-based rise in housing values. Housing values gained momentum across almost all markets over the three months to the end ...
companies
How ASX Zombies Highlight the Importance of Diversifying Your Investments
We explain what an ASX zombie company is and why it can be a detractor to your returns. Australian Securities Exchange (ASX) data shows more than three dozen ...
Superannuation
Getting EOFY Ready: A Guide for Retirees
As the end of the financial year approaches, it’s an important time and opportunity for retirees to review their finances, take advantage of available tax ...
Tax
Effective Cash Flow Management Strategies for Thriving in a High-Interest
In FY2025 - 26, effective cash flow management is more critical than ever for Australian businesses facing financial pressures. With interest rates remaining ...
CGT
ATO Tax Compliance Focus: What You Need to Know
As the Australian Taxation Office (ATO) intensifies its tax compliance efforts in 2025, taxpayers, especially small business owners, investors, and gig economy ...
Superannuation
Streamline Your EOFY Process: 7 Expert Tips to Get Ready
As June 30 approaches, so does the end of the financial year. This is a time that can feel either empowering or overwhelming, depending on how prepared you ...