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Small Business CGT Retirement Exemption
The Small Business CGT Retirement Exemption remains one of the most strategically valuable concessions available when advising business-owner clients approaching an exit. For eligible individuals, up to $500,000 (lifetime limit per person) of capital gains can be disregarded under the retirement exemption. Where structured correctly, this concession can significantly reduce or eliminate CGT while supporting long-term retirement planning. For advisers, the opportunity lies not
Mar 32 min read


The Path to Financial Independence: Buying Back Your Time
In the financial industry, we see a lot of people trapped on a high-speed treadmill—sprinting harder every year just to stay in the same place as mortgages climb and grocery bills skyrocket. Somehow, despite earning more than ever, it still feels hard to get ahead.
Feb 54 min read


Separately Managed Accounts (SMAs): A Standardised Approach to Fee Transparency
In the ever-evolving landscape of financial services, Separately Managed Accounts (SMAs) have emerged as a preferred investment vehicle...
Mar 5, 20252 min read


Are you aware of Superannuation Death Benefits Tax?
Have you ever thought about the amount of tax your adult children would have to pay when they get your super benefit. Do you know, that...
Feb 26, 20252 min read


Flexible Working is Not an Option for All Tier 2 Indian Employees: Challenges and Realities
The global conversation around flexible working has gained momentum, especially after the COVID-19 pandemic accelerated the shift towards...
Feb 17, 20253 min read
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