For many SMSF trustees, property is one of the most significant assets held by their SMSF. Unlike personally owned assets, there is a legal...
SMSF and property
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Financial Advice
Help to Buy Places Filling Fast
Eligible first home buyers may want to act sooner rather than later, after thousands of Australians applied for Help to Buy in its first seven...
Life moves fast. Is your insurance up to speed?
Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a significant impact on...
Perspective, not policy, drives long-term investment success
In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT),...
A new chapter for property investors
The Albanese Government’s 2026 Federal Budget has introduced some of the biggest changes to Australia’s property investment tax system in...
Key 2026–27 Federal Budget tax reforms: What they mean for you
The 2026–27 Federal Budget, released on 12 May 2026, has received more attention than most budgets in recent years. With proposed changes...
Retirement income options when markets are volatile
The income assumptions many have carried into retirement are being tested in the current economic climate. Markets have lurched from one...
Keeping Your Self-Managed Super Fund Compliant
Self managed superannuation funds (SMSFs) can offer significant flexibility, allowing the members to make investments and enter arrangements...
Position your portfolio for what’s next
A volatile geopolitical landscape, rapid technological shifts and evolving energy systems are helping to reshape investment returns. As we...
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