News
Understanding the roots of procrastination and adopting effective strategies can empower you to overcome this habit and unlock your full potential.
People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional.
The past year is finally over and you can now look forward to what the new year has in store. While it’s also possible things won’t be so different from the last, you still need to plan for the year ahead. Why?
Losing a family member or loved one is one of life’s most challenging experiences.
Managing the legal, financial and administrative responsibilities of a deceased estate can feel overwhelming amid the grief and loss
This year, we’ve experienced loss and gain—farewells to loved ones and warm welcomes to new faces in our lives. The festive season is a wonderful time to pause, reconnect, and savour the joy of each other’s company.
Holistic Adviser of the Year. This award recognises an individual who provides clients with a wide range of advice services across professional disciplines, including investment and risk advice, SMSF, tax and accounting, legal and estate planning, and mortgage and credit advice.
Leveraging a strategy known as superannuation recontribution, which can help reduce taxes on inheritances for their children
FAQs: Australia’s New Support at Home Program (Launching 1 July 2025).
Starting 1 July 2025, older Australians will have access to a revamped aged care system designed to help them stay independent in their own homes. The Support at Home Program, announced by the Australian Government, will streamline existing care options, providing more flexibility and tailored support. Here’s what you need to know.
The financial landscape is shifting rapidly, with global trade tensions, taxation debates, and economic policies affecting investors, retirees, and businesses alike. Here’s a round-up Phillips Wealth Partners thought you may find of interest featuring the latest financial insights that may impact your financial planning decisions.
KJB Law and Phillips Wealth Partners recently hosted a seminar aimed at educating prospective residents about retirement village contracts and aged care costs.
University of Canberra nursing students awarded inaugural scholarship inspired by the care and compassion of Canberra nurses.
A bipartisan agreement has been reached on a $5.6 billion package of aged care reforms aimed at improving support for older Australians, both at home and in residential care. These reforms, resulting from negotiations between the federal government and the Coalition, are being hailed as the most significant changes to the sector in 30 years.
Using money or assets from your company or trust for private purposes can have tax consequences if you don’t account for these transactions correctly. That’s why it’s important to get it right.