Here’s What It Means for Advisers and Paraplanners Over the last few years, interest rates in Australia have been all over the place. We went from incredibly low rates during COVID to sharp increases in a short span of time. Just when things started to settle in 2025, rates began climbing again in 2026. As of now, the cash rate set by the Reserve Bank of Australia is around 4.10%,  and there is ongoing discussion about whether further increases may follow. For most people , t

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

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.

In the ever-evolving landscape of financial services, Separately Managed Accounts (SMAs) have emerged as a preferred investment vehicle...

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...