superannuation

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Why superannuation is more relevant than ever in 2026

21 Jul 2026 | Snapshot

With a raft of superannuation changes taking effect from 1 July 2026, including higher contribution caps, Payday Super, and the Division 296 tax, now is a critical time for Australian investors to review their super strategy and make sure they're not leaving tax advantages on the table.
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Mature couple in countryside hiking along path

A complete estate plan in 2026 involves more than just a Will

21 Jul 2026 | Latest News

A Will is just the starting point of a complete estate plan, and for many Australian families, the missing pieces around Powers of Attorney, superannuation death benefit nominations, and digital assets can cause serious problems at the worst possible time.
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What ASIC’s new retirement research really tells us about Australians

30 Jun 2026 | Latest News

New ASIC research reveals that nearly half of Australians approaching retirement are worried about running out of money, yet only 18% have a clear plan, and the gap between anxiety and action is something a structured conversation with an adviser can close.
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Small changes that create big financial results

10 Jun 2026 | Latest News

When saving feels impossible and every dollar is already spoken for, the most powerful thing you can do is not wait for a better time but start with something small, automate it, and let consistency do the work.
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Financial literacy for life: What schools don’t teach

03 Jun 2026 | Latest News

Australia is falling behind the rest of the world on financial education, and the consequences are showing up in the everyday financial decisions of ordinary Australians who were never taught the basics that matter most.
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