For the majority of people, making extra contributions into superannuation that you claim a tax deduction on can be a great strategy to reduce your income tax and have a larger portion of your savings invested in the low tax rate environment of superannuation. However, there are a couple of important exceptions to be aware of!

Australia's ageing population is creating extra demand for Aged Care services. As such, we are seeing more clients (and most particularly their Powers of Attorney - often their adult children) reach out for financial advice. Aged Care is a complex, time consuming and often emotionally draining task, and we are here to help.

On the surface division 296 tax seems fairly innocuous, however it has several fundamental flaws including the tax on unrealised capital gains, no indexation and people loosing faith in super.

"How Long Does $500,000 Last In Retirement?" Our blog answers the age your funds last to based on your spending levels!

After working in Financial Advice for over 10 years, here are the 10 Biggest Australian Retirement Planning Mistakes I see.

These are the 5 red flags you should look for in your Annual Superannuation Statement.

Longevity risk, is simply the risk of running out of money too early in retirement. Financial Advisers can help mitigate longevity risk!

To access your superannuation, you need to meet a 'condition of release' which for most people occurs due to reaching a certain age and/or r

Michael Sauer was featured in this InfoChoice article discussing equity release options for seniors and retirees.

This is a technical financial advice topic and general advice only. So, to help make it easier we offer an obligation free chat to...

Ok, I know this sounds like a good problem to have, but it’s not from a tax perspective. Each member of a couple can have a maximum of...

It is nearing tax time, so tax minimisation strategies start to become the one of the most common questions we receive. With the...

We can help explain everything you need to know about inheritance tax in Australia and create a plan which minimises the impact you or your

In this blog post, we simplify the intricacies surrounding the government age pension in Australia. From understanding the age...

This comparison is an amazing way of showing the power of 'paying yourself first' and benefitting from compounding returns when you do...

Today I want to discuss a crucial issue that many self-managed super fund (SMSF) trustees might be overlooking. We're going to delve into...

Helping clients maximize their retirement savings is a top priority for Financial Planners. Catch-up contributions, also known as...