New SMSF? Here’s what you need to do by 31 October

New SMSF? Here’s what you need to do by 31 October

If you’re lodging your self-managed super fund annual return for the first time learn about your lodgment obligations. If you have a new self-managed super fund (SMSF) you must lodge your SMSF annual return (SAR) by 31 October 2025. Contact us as soon as possible if you need help preparing your SMSF annual return. This allows time … Read more

Private vs government-funded elderly care: what’s best for your loved one?

Private vs government-funded elderly care: what’s best for your loved one?

Older Australians can access both government-funded and private aged care services, each with different costs, eligibility rules and flexibility. Understanding the differences between these options can help you or your loved ones make informed choices about the right support at home or in care. Elderly care is currently one of the most invested programmes by … Read more

How ‘investment procrastination’ could be hurting your wealth

How ‘investment procrastination’ could be hurting your wealth

Putting off investing could cost you more than you think Many people delay investing because they feel they don’t know enough, are afraid of making mistakes or believe they need a large sum to begin. This ‘investment procrastination’ — which can be a result of uncertainty, fear or hesitation — can limit their ability to … Read more