1. Tax is payable on your TPD benefit. 2. Do NOT consolidate any superfunds as this can increase your tax liability. 3. Centrelink and...

In a notable shift, one of Australia's major banks, NAB, has revised its cash rate predictions for February, mirroring the stance taken...

Will you pay tax on your Total and Permanent Disability (TPD) claim? Answer: The TPD claim itself is not taxable, however, the subsequent...

Reflecting on the conclusion of 2023, it emerged as a notable year for stock markets, defying expectations of losses, even for bonds...

I. INTRODUCTION The creation of Family Wealth demands a significant investment of time, hard work, and emotional dedication. However, the...

Key points - The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia too);...

I. INTRODUCTION Accumulating family wealth demands considerable time, effort, and dedication, often involving significant challenges and...

Cameron, aged 47, currently earns an annual income of $160,000 and possesses a superannuation balance of $230,000. Allie, aged 48, earns...

If you are a small business owner considering utilising the capital built up in your business for retirement funding, there are two...

Embarking on the journey of retirement planning might initially seem overwhelming, but delaying this crucial step could jeopardize the...

In the countdown to retirement, bolstering your superannuation fund with extra contributions can be a prudent move. Whether you've come...

A Pre Retiree case study, the WE. advantage.

In this comprehensive guide, we will explore the intricacies of these concessions, specifically addressing the complexities that arise...

In its latest monetary policy meeting for October, the Reserve Bank of Australia (RBA) has opted to maintain the official cash rate at...

Securing your own home has long been a large part of the Australian dream, and it's also a pivotal element in crafting a sound retirement...

There’s been significant changes in the First Home Buyer (FHB) market. The biggest change we’ve seen is the introduction of the new FHB...

Navigating the world of first-time homebuying in 2023 can be overwhelming. With a plethora of confusing jargon and a range of incentives...

Here's what we think this budget signifies for you . As many Australians struggle with rising interest rates and living costs, Tuesday...

The family home need special consideration when it comes to aged care planning    Many people who face the prospect of moving into  aged...

A WE. Client Case Study. Improved their financial position retirement by $720,000 (10 years) Debt restructure saved $18,000 interest...