Blogs & Resources

Insights from the 2025 Federal Budget Announcement

Insights from the 2025 Federal Budget Announcement

The 2025–26 Federal Budget, delivered by Treasurer Jim Chalmers on 25 March 2025, outlines critical measures addressing the ongoing economic pressures that individuals, families, and businesses across Australia are facing. In this review, we’ll break down the key...

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Testamentary Trusts and Strategies to Secure Your Legacy

Testamentary Trusts and Strategies to Secure Your Legacy

Estate planning is a crucial step in preserving, protecting, and ensuring the distribution of your wealth according to your wishes. One of the most effective tools available to Australians is the testamentary trust, which offers significant tax benefits and asset...

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SMSF & Retirement: Spending Strategy

SMSF & Retirement: Spending Strategy

Research has shown that most Australians pass away with 90% of the assets that they started with when they commenced retirement.  This is a staggering figure which can be explained by the increasing valuation of most assets and the inability of people to consciously...

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