Volunteering in retirement: finding purpose, structure, and joy
June 4, 2025
Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade in the alarm clock for leisurely mornings and to-do lists that are actually fun. But as you move into the next phase of your life; a thought might cross your…
How the $3m super tax may affect you (and what to do next)
June 4, 2025
As the federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known as Division 296 tax), concerns and debates have emerged about the broader implications for investment strategies, retirement planning, and even the property market. It is intended that once passed by Parliament, the new tax –…
Smart moves before the financial year ends
June 4, 2025
The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and set yourself up for the new financial year. Whether you’re looking to maximise tax benefits, rebalance your investment portfolio, or to simply ensure you’re ticking all the right boxes, smart end of financial year (EOFY)…
End of Financial Year Resources | 2024/25
May 13, 2025
Our good friends at MLC have provided a plethora of useful End of Financial Year (EOFY) resources to help educate and arm you with all of the important ‘in the know’ things that can help you leading up to 30 June. This blog also provides all of the Legislation changes coming for the new financial year and…
5 steps towards a financially fit retirement
May 7, 2025
If retirement is just around the corner, the current financial climate may make you feel a little uneasy. Watching the markets fluctuate might leave you worrying about whether your superannuation will be enough to see you through. It’s not a time for hasty moves, though.If you are concerned, a calm review of your current portfolio…
Forging new bonds – how bonds work
May 7, 2025
Bonds are not usually the flashy upstarts of the investment world with their every move reported, like stocks. But the Trump Administration’s extraordinary refashioning of world trade, with on-again off-again tariffs of eye watering amounts, has put bond markets in a similar position to share markets – in turmoil. So, with the bond markets attracting…
Protect your SMSF savings from fraudsters
May 7, 2025
Recent cyber-attacks on major super funds show criminals are always looking for new ways to illegally access Australia’s growing pool of retirement savings, but it’s not just the big guys who need to worry. Smaller funds are also under threat. Self-managed super funds (SMSFs) are being targeted both through email scams to steal personal identifying…
Scams: knowledge is protection
May 7, 2025
Scammers operate in an ever-evolving space and the scams of today are far more sophisticated than they have ever been, targeting even the most financially literate individuals. In addition to the financial impact from a scam, it can affect your mental health as well as damage your reputation, so understanding how scammers operate is the…
‘Get on the front foot’: How advisers are dealing with Trump tariff uncertainty | ifa
April 14, 2025
Our very own CEO – Hugh Robertson joins Advisers across Australia as they talk with Keith Ford from ifa about how Financial Advisers are dealing with Market volatility and the trade war. You can read the below excerpt from the ifa article below, or click here to be taken directly. 9th April 2025 As Australian…
Big changes ahead for Aged Care
April 7, 2025
The number of Australians aged over 65 is expected to more than double in the next 40 years while the number of people aged over 85 is predicted to triple in that time.i Aged care funding and services have seen major changes in the years since the 2021 report of the Royal Commission into Aged…
Finding life balance: 4 pillars to your wellbeing
April 7, 2025
We’re all trying to live our best lives, right? Sometimes, we get stuck in one area – whether it’s spending all your spare time hitting the gym or counting every calorie to lose weight. We know the secret to true wellbeing is balance – but what does that actually mean? That’s where the four ‘sets’…
Federal Budget 2025-26: Spotlight on tax
April 7, 2025
In the shadow of an upcoming election, Jim Chalmers’ fourth Budget delivered small but unexpected tax cuts for all Australian taxpayers. The modest cuts were delivered against a backdrop of growing economic uncertainty, with the treasurer emphasising the need for national resilience in the face of rapid global change. Tax cuts for everyone In a…
Guiding the way: the art of effective leadership
April 7, 2025
‘A leader is one who knows the way, goes the way and shows the way.’ – John Maxwell What does it mean to be an effective leader? It’s not just about giving orders or managing processes; it’s about creating an environment where individuals feel supported, motivated, and aligned with a shared vision. Whether you’re aspiring…
Wealth & Wisdom Event
April 3, 2025
A huge thank you to everyone who joined us for our Wealth & Wisdom event on the 28th of March 2025! From start to finish, it was a day packed with expert knowledge, practical insights, and invaluable discussions that left us all more informed and empowered. We are so grateful to have shared the room…
Centaur goes Self-Licensed!
March 27, 2025
Welcome Abundant Wealth Partners Pty Ltd. We are thrilled to announce that Centaur is officially Self-Licensed as of today! Our new Australian Financial Services Licence (AFSL) under the name Abundant Wealth Partners Pty Ltd | AFSL 564749 is now live. This is a monumental milestone for us, and we couldn’t have reached it without our…
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