News
The Better Targeted Superannuation Concessions Tax (BTSC Tax), commonly referred to as Division 296, is a new tax proposed by the Labor government. Updated details were released on 13 October 2025.
There’s no plans to look at anything other than the tax policies that we have on the agenda at the minute,” Mulino said, reaffirming the government’s focus on superannuation tax concessions.
Financial advisers play a crucial role in supporting the sandwich generation. From budgeting and cash flow management to estate planning and aged care navigation, advisers can help families make informed decisions
On 1 October 2025, the federal government officially launched its expanded First Home Buyer Guarantee scheme, allowing eligible Australians to purchase a property with just a 5 per cent deposit—without the burden of lenders’ mortgage insurance.
The document discusses the impact of climate change on home values and the prevalence of underinsurance among Australian households, highlighting the financial risks faced by homeowners and renters in the event of natural disasters.
At the Educational Seminar held in Ballina this September, financial adviser Craig Phillips of Phillips Wealth Partners delivered a compelling message: retirement is not the end of financial planning—it is the beginning of a new phase that demands clarity, adaptability, and strategic thinking.
Whether you're early in your career or approaching retirement, taking small, consistent steps to grow your super can lead to significant long-term benefits.
After a five-year freeze, the Australian Government has announced a 0.5% increase in deeming rates effective 20 September 2025. This marks the first adjustment since the rates were locked in during the COVID-19 pandemic, and signals a shift in policy as economic conditions evolve.
Compound interest is an investor’s best friend but can be a borrower’s worst nightmare.
The higher the return, the earlier and bigger the investment contribution and the longer the period the more it works.
To make the most of it, ensure an adequate exposure to growth assets, contribute early & often to your investment portfolio and turn down the noise around investing.
Earlier this year, I was nearly caught out by a scam involving a fake payroll request. It looked legitimate, and it came at a busy moment—exactly when I was least expecting it. Thankfully, I paused, double-checked, and avoided what could have been a costly mistake.
A growing number of young Australians are banking on a financial windfall from their parents and grandparents, but new research suggests many may be overestimating what they will receive.
Clients and advisers from across the region gathered for the annual joint financial event co-hosted by Isla Grey Financial Advice, Thompson Wealth, and Phillips Wealth Partners. The event aimed to provide education and insights into the current economic climate, behavioural finance, and retirement planning strategies.