It was announced that inflation in Australia rose over the first quarter, causing the dollar to rise near half a per cent and stocks to initially fall. This rise in inflation complicates the calculations of Treasurer Jim Chalmers as he prepares his third budget.

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The Self-Managed Super Fund (SMSF) is a powerful tool for managing retirement savings. Despite the perceived complexity and time-consuming nature of SMSFs, they offer a range of benefits that can significantly enhance your financial future.

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Australia does not have an inheritance tax, but several taxes are triggered by a person’s death, including the superannuation death benefits tax.

A plan to increase the tax on large pension accounts could lead to double taxation for individuals with substantial superannuation savings, as well as certain retired officials.

Introducing Lyzza, our dedicated team member ensuring seamless client experiences. Alongside supporting advisers with administrative tasks, Lyzza assists in strategy development, conducting market research, and analyzing client needs.

The recent escalation between Israel and Iran has caused a sharp drop in share prices this week, attributed partly to profit-taking and Iran's direct attack on Israel, leading to market uncertainty.

Have you ever heard around the barbeque how people are using their SMSFs to buy property? It may sound too good to be true (and it often is) but it is possible especially those with larger superannuation account balances.

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The journey into aged care can be emotionally and financially challenging. One of the most difficult decisions is whether to sell the family home to fund aged care costs.

Recent happenings, both here in Australia and abroad, have underscored the unpredictability of life. These events prompt us to ponder our place in the world and the ripple effects our absence might create.

Introducing Mara De Leon, our Client Experience Implementation expert. With over 5 years of experience, Mara plays a pivotal role in supporting our advisers with administrative tasks to ensure the delivery of tailored financial advice for our clients.

The U.S. inflation data for March 2024 has been released overnight, and it shows a sharp increase that has surpassed expectations.

Meet Aimee Taylor: A trusted financial adviser with a decade of expertise, specialising in SMSFs, pre-retirement planning, and risk insurance strategies.