The Rich Life Vol 79
March 1, 2024
After a summer of quite extreme weather in many places around Australia, we can hopefully look forward to the cooler, calmer weather that Autumn brings. While economic bright spots can…
Understanding the new $3m super tax
March 1, 2024
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not…
The Rich Life Vol 77
January 12, 2024
There is a lot to look forward to in 2024 and we would like to wish you good health, happiness and prosperity for the year ahead. There were some welcome…
How will you use your super?
January 12, 2024
We spend decades watching our super balances grow but for those thinking about retirement in the next few years, it can be confusing to work out how best to use…
The Rich Life Vol 75
November 1, 2023
It’s November, and all eyes will be looking towards the “race that stops a nation” and the Reserve Bank who meet on the same day. As the days get longer…
The Rich Life Vol 74
October 2, 2023
The warmer weather and spring rains are a welcome break from the colder months. And, while outside activities become more tempting, don’t forget to find a moment or two to…
The Rich Life Vol 72
August 1, 2023
Welcome to our August newsletter and, with winter winding up and tax returns on the way for some, there may be sunnier days ahead. While the price of most goods…
Trusts and the new super tax rules
August 1, 2023
Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances are considering alternative vehicles to…
Will these super changes affect you?
July 4, 2023
As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently happened or are coming up soon. Australians…
Sowing the seeds for a happy retirement
June 1, 2023
The thought of retirement is an enticing one for many of us. Imagine throwing off the shackles of the workforce and being able to do whatever you want, whenever you…
The keys to high retirement confidence
May 19, 2023
Are you retirement ready? An inaugural ‘How Australia Retires’ study has uncovered some common themes that make Australians highly confident about their retirement. How confident are you about your future…
The Rich Life Vol 68
April 4, 2023
Welcome to our April newsletter, where the days are getting shorter and there is a bit of a nip in the air. Share markets in Australia and overseas have rallied…
The Rich Life Vol 67
March 1, 2023
With Autumn underway, the changing season is a reminder to take stock and prepare for what’s ahead as the financial year heads towards its final quarter and the May Federal…
Flexing your retirement plans
March 1, 2023
The concept of retirement is changing, with fewer people working towards a final retirement date and then clocking off for good. Instead, those who have the flexibility to choose are…
The Rich Life Vol 66
February 1, 2023
February marks the end of summer holidays for many of us and getting down to business for 2023. It can be a good time to reflect on plans and goals…
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