Christmas and New Year Office Closure
November 2025 | Newsletter 28 As we head into the final months of the year, November/December is the ideal time to take a step back and prepare your finances for both the upcoming holiday season and the year ahead. A little planning now can make a remarkable difference to your financial confidence in January. Did […]
October Opportunities: Smart Financial Moves to Strengthen Your Future
October 2025 | Newsletter 27 The year may be winding down, but your opportunities to build wealth are ramping up As we approach the end of 2025, it’s the perfect time to pause, reflect, and make a few strategic tweaks that can set you up for a stronger financial year ahead. Conditions have steadied, confidence […]
Tax Time Follow-Up: Statements, Refunds, and Deductions
September 2025 | Newsletter 26 As we approach the final stages of tax season, it’s a great time to complete your 2024–25 tax return if you haven’t already and if applicable. While lodging a tax return is a legal requirement for most working Australians, some individuals – such as those receiving certain pensions – may not […]
Don’t Miss Out: Remember to Claim Your Super Contribution Tax Deduction
July 2025 | Newsletter 25 As we approach the end of the financial year, it’s important to ensure you’ve ticked all the right boxes—especially when it comes to your superannuation. If you’ve made a personal contribution to your super fund during the current financial year, you may be eligible to claim a tax deduction—but it’s not automatic. What […]
2024-25 / Year-End Super Strategies
May 2025 | Newsletter 24 As we approach the end of the 2024-25 financial year, it’s a great time to review year-end superannuation strategies and get ready for the new financial year. When a super contribution is made can be an important factor for many super and tax measures, such as: • A super contribution […]
2025-26 Federal Budget Briefing
March 2025 | Newsletter 23 Energy bill relief extension The Government has announced the extension of energy bill relief for eligible Australian households and small businesses until 31 December 2025. This measure, which provides $150 in relief paid as $75 over two quarters, aims to alleviate the cost-of-living pressures. From 1 January 2026, it’s proposed […]
Building Financial Resilience
February 2025 | Newsletter 22 Resilience is the ability to quickly recover from setbacks, and while setbacks can come in many forms most of them will have a financial component. Rarely do we get advance warning that something bad is about to happen to us, so the time to develop your resilience strategy is now. And […]
Welcome to 2025: A Year of New Beginnings!
January 2025 | Newsletter 21 A brand-new year is here, and with it comes the perfect chance to take stock of your finances. Whether 2024 was filled with financial wins or a few bumps in the road, 2025 offers a fresh start to reset, refresh, and refocus. Before diving into new goals, take a moment […]
Making Christmas a Time of Joy for You
December 2024 | Newsletter 20 It seems to arrive earlier and earlier every year. Just when you thought Christmas was only weeks ago, suddenly it’s only weeks away! While children count down the days, Christmas for many adults can be a difficult time. The stress involved in organizing and preparing meals, buying gifts or arranging […]
Financial Success: More Than Just Money
November 2024 | Newsletter 19 When discussing financial success, many people tend to use the terms “rich” and “wealthy” interchangeably. While being rich is often associated with having a lot of money or material possessions, being wealthy is about having financial abundance that is sustainable over the long term. Being rich is often associated with […]