Tag Archives: Financial Planning
Our financial planning articles provide information about building wealth, managing investments, planning for retirement and protecting your financial future. Learn about strategies and legislative changes that may affect your financial plans.
Based in Noosa, our experienced financial advisors support individuals, families and business owners on the Sunshine Coast, throughout Queensland and Australia-wide. We offer in-person, telephone and virtual appointments.
Attention: Property investors. Should you sell before 1 July 2027?
Existing capital gains are protected under the proposed 1 July 2027 CGT changes, so investors
Renting out your home, CGT and negative gearing changes
The new CGT and negative gearing rules may affect homeowners using the absence concession while
Granny flats: Beware of the CGT consequences
Building, renting or creating occupancy rights for a granny flat can have significant capital gains
Superannuation | What does Div 296 tax mean for your super?
The final Division 296 tax rules introduce higher tax rates for individuals with more than
Commonwealth Seniors Health Card: 2026 changes
Higher deeming rates from 20 March 2026 may affect Commonwealth Seniors Health Card eligibility for
CGT: Buying a new home before selling the old
Understanding the CGT implications of buying a new home before selling your existing property.
What is the tax on holiday homes?
In this article, we discuss changes to the tax treatment of holiday homes and short
Selling shares? Beware of all the CGT rules!
Selling shares and Capital Gains Tax With Trump’s tariffs causing big sell downs on share
New super facts and figures from 1 July 2025
If you’ve been keeping an eye on your super, you might be wondering whether the
Age Pension means test changes
What do the Age Pension means test changes mean for you? Starting 1 July 2025,