As Australians age, accountants face a growing challenge: managing wealth and super when clients show signs of cognitive decline—a sensitive issue with serious financial and legal implications.
Discover the key takeaways from the 2025-26 Federal Budget and how they impact businesses, individuals, and superannuation. From tax changes to super updates, we break down the crucial insights to help you stay informed and prepared.
As advisers, you know estate planning is essential. Yet, managing its details while juggling clients can be overwhelming. This blog covers wills, superannuation, and estate planning, equipping you with key insights to protect your clients’ legacies.
In December, the Australian Government introduced major reforms to legacy pensions, allowing retirees to transition to more flexible retirement income options. These changes impact market-linked, lifetime, and life expectancy pensions, offering more control but also key financial considerations.
2025 is set to be a pivotal year for superannuation. Get the insights you need to navigate shifting legislation, optimise retirement strategies, and ensure compliance. Staying ahead of these changes is crucial for accountants advising clients.
As another year draws to a close and we wind down into a well-deserved holiday period, we have been reflecting on the superannuation year that was – there were certainly a few big-ticket items causing quite the stir.
Earlier this week, new regulations introduced a five-year amnesty for commuting complying pensions, offering greater flexibility and planning opportunities for members and trustees.
The Victorian Government announced changes to probate fees that came into effect on 18 November 2024.
The May 21-22 Federal Budget proposed an exit strategy for retirees with outdated pension products like lifetime complying, market-linked, and life expectancy pensions. However, since then, progress has stalled, leaving retirees unable to manage these inflexible plans.
