q4 financial

Financial Planning

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.
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.
The Spouse Super Contribution Tax Offset is a simple, effective way for couples to grow retirement savings and benefit from immediate tax savings.
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.
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.
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.
We’ve created our ‘Super Series’ — a four-part blog collection designed to help you understand and use key strategies to grow your super more effectively.
Our financial planning advisers work closely with established business owners to help them make informed, strategic investment decisions. Whether you're thinking about purchasing an investment property, creating passive income, or building a legacy for your family, we walk you through every step — ensuring your wealth works just as hard as you have. Here’s how to get started the right way...
Many owners expect the exit to be the easy part. In reality, exiting your business well requires just as much strategy, foresight, and discipline as growing the business did in the first place.
With an upcoming election and increasing public debate around housing affordability, first-home buyers are firmly in the spotlight. We sat down with Meighan Wells to learn about Home Buyer Academy and how it’s changing the game for first-time buyers.

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