Thirty years. What will you do with them?
June 9, 2026
Think back to your first 30 years — everything you built, learned, experienced. The people you met. The risks you took. The life you created. Now imagine you get the chance to do another 30.
EOFY is closer than you think. Here’s what to do before 30 June.
June 9, 2026
Tax time has a way of sneaking up on you. The good news is there’s still time to make some smart moves before 30 June — but not much of it. Here’s what’s worth thinking about right now…
The Budget changed the rules on property. Here’s what investors need to know.
June 9, 2026
The Treasurer flagged the end of negative gearing for newly purchased investment properties and the removal of the 50% CGT discount — two pillars that have underpinned Australian property investment strategy for decades.
So what does it actually mean? And should you panic?
Strategies for an unexpected retirement
September 6, 2025
The best time to start planning for retirement is yesterday. But the second-best time? Today. About two-thirds of Australians retire earlier than they anticipated because of unexpected events such as…
Planning is key as SMSFs enter new phase
August 4, 2025
Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings. But recent data suggests the sector is…
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…
Turbocharge your super before 30 June
March 6, 2025
More than half of us set a new financial goal at the beginning of 2025, according to ASIC’s Moneysmart website. While most financial goals include saving money and paying down…
How to financially ease into retirement
February 7, 2025
Deciding when to retire is a big decision and even more difficult if you are concerned about your retirement income. The average age of Australia’s 4.2 million retirees is 56.9…
You may be owed money. Here’s how to check
January 15, 2025
Holidays and gift giving can leave you a little short of cash so it might be cheering to learn that billions of dollars is being held by various government agencies…
Super vs property: what works for retirement income?
November 14, 2024
There is no debate that Australians love investing in property. The value of Australian residential real estate at the end of August 2024 was an estimated $10.95 trillion.i Some love…
Preparing your SMSF for the future
August 1, 2024
What happens to a self managed super fund (SMSF) when a trustee dies or becomes mentally impaired? While these are circumstances that many of us would rather not think about,…
Transitioning into retirement: What you should know | Vanguard
June 10, 2024
By Tony Kaye, Senior Personal Finance Writer Deciding on your retirement funding options comes down to personal choice. If you’re close to retirement, chances are you’ve already spent time thinking…
Smart Super Strategies & EOFY Cut-Off Dates for SuperSMA
June 3, 2024
The lead-up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. With June 30 fast approaching, it’s time to…
How to end the financial year on a high note
June 3, 2024
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care…
‘Sell in May and go away’ – fact or fiction? | The Money Puzzle – Hugh Robertson
May 13, 2024
Hugh Robertson was invited to join James Kirby on the Money Puzzle Podcast which covers all the important property, business, money and finance news. This episode covers: You can catch…
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