Spring has long been celebrated as the season of renewal. Trees bud, gardens awaken and nature quietly reminds us that growth continues, season after season.

Perhaps we should take the hint.

Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting testamentary trusts and ongoing complexity around superannuation death benefits, now is a good time to review your arrangements.

For many people approaching retirement, the transition from full-time work to retirement is no longer a sudden stop. Instead, it’s often a gradual process that involves reducing work hours, maintaining cash flow and continuing to build retirement savings.

Over recent decades, many Australian families have relied on getting money from the “Bank of Mum and Dad” to help with home purchases.

But this latest research shows there are growing legal risks from that trend.

For the best part of a century, Australian property investors have enjoyed a generous tax arrangement found in few other countries: the infamous “negative gearing”.

Now, sweeping reforms to limit negative gearing to new builds and also change the way capital gains are taxed have become law.

If you or someone you care for needs help to continue living safely and independently at home, you may have come across the Support at Home program.

Support at Home is the Australian Government’s main program for providing coordinated in-home aged care to older Australians with more complex or ongoing care needs. It replaced the Home Care Packages Program and Short-Term Restorative Care Programme on 1 November 2025.

You can see that Mum or Dad is struggling.

Perhaps the house isn’t being looked after the way it once was. Meals are becoming more basic. There have been a few falls or near misses. They’re forgetting appointments, becoming less confident driving, or relying on you more and more.

For many people, caring for an ageing parent doesn’t begin with a major decision.

It starts with small things.

Driving Mum to an appointment. Helping Dad understand some paperwork. Picking up groceries. Making a few extra phone calls. Checking in more often.

Then, gradually, those small things become a bigger part of everyday life.

There is something deeply hopeful about the fact that we are living longer than previous generations. Advances in medicine, safer living conditions and better healthcare have given many of us more time than our grandparents could have imagined. 

Maybe you’re a new parent or someone who lies awake at night. If so, you may have started to worry you’re not getting enough sleep.

Sleep wearables don’t help. They can show your “sleep debt”, a running total of how far you’ve fallen behind.

Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth¹. As more Australians receive an inheritance, taking time to develop a clear plan may help turn inherited wealth into long-term financial security.

It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and especially for investors. From headlines about trillion-dollar technology companies to predictions that entire industries will disappear, we are being bombarded with AI news, forecasts and investment themes every day.

Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a significant impact on your insurance needs.

Yet insurance is often one of those financial arrangements that gets filed away and forgotten. Over time, that can leave you underinsured, paying for cover you no longer need, or relying on arrangements that no longer reflect your circumstances.

As the calendar flips over to July, now’s a good time to give your home loan a once-over. We look at five strategies that could help you save on interest and pay off your mortgage sooner.

With three rate hikes already this year, and a big variation in rates between lenders, it’s worth checking you’re not paying too much interest on your mortgage this new financial year.

Most people don't think about aged care until they have to.

For many families, the conversation begins after a fall, a hospital admission or a sudden decline in health. Decisions that could have been considered over months or years suddenly need to be made in a matter of days.

For many Australians, aged care is one of the biggest unknowns when it comes to retirement planning.

Aged care costs vary based on the type of care required, an individual's financial circumstances, and the provider they choose. While the system can appear complex, understanding the basics before care is needed can help clients make more informed financial decisions and avoid unnecessary stress later.

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available.

For many investors, it’s not simply that super remains attractive but that the rules continue to change. Understanding these changes can help ensure your strategy takes advantage of available opportunities while staying on track with your financial goals.

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments?

As a new financial year rolls around, most of us have been busy getting everything in order. While you are ticking off your financial housekeeping tasks, there is one important area that deserves a spot at the top of the list: your digital security.

In a major policy pivot following fierce industry backlash, Prime Minister Anthony Albanese and Treasurer Jim Chalmers have announced significant carve-outs to several highly contested Federal Budget tax measures.