Super Recontribution Strategy: How to Cut the Tax Your Children Pay on Your Super
2026–27 eligibility, bring-forward rules and three worked examples to help plan for your children’s inheritance.
Read articleFinancial planning insights for business owners, retirees and UK expats.
General educational articles on business succession, retirement, UK pensions, superannuation, protection and estate planning — written to clarify the decisions, trade-offs and information worth checking before personal advice.
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These articles are general information only. They are designed to help you understand the issues worth discussing, not to replace personal advice.
Selling an Investment Property Before Retirement: 7 Tax, Super and Age Pension Traps (2026)
Selling an investment property before you retire? Avoid 7 CGT, super and Age Pension traps, including the CGT discount changes from 1 July 2027.
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UK Pension Transfer to Australia: The 2026 Guide for British Expats
Understand QROPS, UK transfer charges, Australian tax, contribution caps and when retaining your pension may make sense.
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I'm 45 With $800K in Mutual Funds. Should I Switch to ETFs?
Where to learn, what the fee saving may really mean, and 12 questions to take to your adviser before switching.
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Top 5 Financial Adviser In Melbourne: How To Choose The Right One
Five checks to compare Melbourne financial advisers: registration, licence, written fees, relevant experience and ongoing service.
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What to Do After Selling a Business in Australia: Your First 90 Days
A five-step roadmap for CGT, super, retirement income, liquidity and family wealth—plus a free downloadable checklist.
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Should I Pay Off My Mortgage Before I Retire in Australia?
Compare mortgage interest, super, liquidity, Age Pension rules and the trade-off between a full, partial or delayed repayment.
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Top 5 Financial Adviser In Ivanhoe: How to Choose the Right One
Five practical checks to compare advisers by qualifications, scope, fees, communication and ongoing support.
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Can I Retire at 60 With $1 Million in Australia?
Is $1 million enough to retire at 60? The answer depends on spending, housing, super access, other assets, Age Pension eligibility and how your portfolio is structured.
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Is a Financial Adviser Worth It in Australia? Fees, Value and What to Ask
A practical guide to adviser fees, one-off versus ongoing advice, and the questions that help you judge whether the service is worth paying for.
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How Much Super Do You Need to Retire in Australia?
There is no single retirement number. Start with spending, timing, debt, other assets and the income your super needs to support.
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Financial Planning for Business Owners: Turning Business Success Into Personal Wealth
A profitable business can create wealth without creating a retirement plan. Here is how owners can connect business value, personal assets, super and succession.
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