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q4 financial

Financial Planning

My 19-year-old just learned a lesson about investing… and most adults still need to hear it.
Discover why the biggest gains in wealth and business come after the “boring middle.” Learn how compounding works and why patience is key to long-term financial success.
  • Posted in Business Advice, Financial Planning, Growth, Profitability, Retirement Planning, Tax & Accounting, Wealth Extraction
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The age pension just changed – here’s what you need to know
The government has announced four key changes to the age pension regime in Australia, all have taken effect from 20 September 2025. These are not minor tweaks – some of them will require you to review your planning now.
  • Posted in Business Advice, Financial Planning, Retirement Planning, Tax & Accounting, Wealth Extraction
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Government revises proposed tax changes for large super balances
From 1 July 2026, new tax rules will apply to those with super balances above $3 million. Key details are included in this post...
  • Posted in Financial Planning, Retirement Planning, Tax & Accounting, Wealth Extraction
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The retirement sandwich: Why your own future might be getting squeezed
More Australians than ever are finding themselves caught in the “retirement sandwich”—and it’s time to talk about what that means for your financial future.
  • Posted in Financial Planning, q4 wealth, Retirement Planning, Wealth Extraction
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What you need to know about Queensland’s new 125-year trust rules
Until recently, trusts in Queensland could only run for up to 80 years. That’s now changed. As of 1 August 2025, new legislation allows trusts governed under Queensland law to last for up to 125 years.This reform opens new opportunities for long-term planning—particularly for families and businesses wanting to preserve wealth across generations.
  • Posted in Business Advice, Financial Planning, q4 financial, q4 wealth, Retirement Planning, Tax & Accounting
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Why estate planning matters: Insights from an estate planning lawyer
Estate planning is one of those areas that many people put off, but it plays a crucial role in safeguarding not just your financial position, but also the security of your loved ones.
  • Posted in Business Advice, Financial Planning, Risk Mitigation, Tax & Accounting
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The Spouse Offset: A smart tax strategy for couples
The Spouse Super Contribution Tax Offset is a simple, effective way for couples to grow retirement savings and benefit from immediate tax savings.
  • Posted in Financial Planning, Growth, q4 wealth, Retirement Planning, Tax & Accounting, Wealth Extraction
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Superannuation Splitting: A Smart Wealth strategy for couples
A simple way to balance super and plan for a stronger financial future. While simple in practice, super splitting can provide valuable benefits, both in retirement and throughout your working life.
  • Posted in Financial Planning, Growth, q4 wealth, Retirement Planning, Tax & Accounting, Wealth Extraction
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Supercharge Your Super with the Bring-Forward Rule
If you’re in a position to contribute more to super and want to take full advantage of the low-tax environment it offers, the bring-forward non-concessional contribution rule can be a powerful strategy.
  • Posted in Financial Planning, Growth, q4 wealth, Retirement Planning, Tax & Accounting, Wealth Extraction
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Carry forward Super contributions: A smart way to boost your super and manage your tax effectively
This simple yet powerful rule allows you to make up for unused concessional contributions from previous years — helping you save on tax and accelerate your super balance at the same time.
  • Posted in Financial Planning, Growth, q4 wealth, Retirement Planning, Tax & Accounting, Wealth Extraction
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