by Eleonor Klopsch | Jun 21, 2025 | Lifestyle
Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade in the alarm clock for leisurely mornings and to-do lists that are actually fun. But as you move into the next...
by Eleonor Klopsch | Jun 21, 2025 | News & Articles
As the federal government moves to introduce an additional 15 per cent tax on superannuation earnings above $3 million (known as Division 296 tax), concerns and debates have emerged about the broader implications for investment strategies, retirement planning, and...
by Eleonor Klopsch | Jun 21, 2025 | News & Articles
The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and set yourself up for the new financial year. Whether you’re looking to maximise tax benefits, adjusting your investment portfolio, or to...
by Eleonor Klopsch | Jun 2, 2025 | Market Movements
Stay up to date with what’s happened in the Australian economy and markets over the past month. There was a sigh of relief all round when the Reserve Bank lowered interest rates in May by 25 basis points to 3.85%. Markets largely recovered from April’s losses...
by Eleonor Klopsch | May 16, 2025 | Insights
Key points Helped by President Trump’s backdown on tariffs, shares have rebounded to within 3-4% of their record highs. The good news is that the last month highlights that Trump is still sensitive to share market falls and worries of recession. The bad news is that...
