Federal budget update | May 2023

Treasurer Jim Chalmers handed down the Federal Budget on Tuesday 9 May 2023…while there were very few surprises, with most announcements having been released in the weeks prior, it’s worthwhile taking a closer look at how it may have an impact from a wealth and monetary perspective.  Superannuation Higher tax on balances of $3 million+The […]

It’s never too early (or too late), to start planning your retirement!

Outside of day dreaming about taking an early retirement – or making vague plans about how they’ll spend all that free time – most people prefer not to think about how much money they need to comfortably retire, let alone put in place achievable goals…that is until retirement is looming on the horizon!