Issue 148 Highlights

In this edition:

1. Insurance after the mortgage is gone

2. A financially healthy 70-year-old

3. The second half of retirement

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 147 Highlights

In this edition:

1. When mortgage rates were 17 per cent

2. A letter from your 85-year-old self

3. The retirement passport

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 146 Highlights

In this edition:

1. The Tax Return in Retirement

2. Helping the Kids into a Home

3. When the Kids Come Home Again

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 145 Highlights

In this edition:

1. RETIREMENT PLANNING The Longevity Bonus

2. SUPERANNUATION Transition to Retirement

3. SELF-MANAGED SUPER Winding Up an SMSF

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 144 Highlights

In this edition:

1. SEQUENCE OF RETURNS The retirement risk that compounds — and the toolkit that blunts it.

2. SPLITTING SUPER The under-used annual mechanism for rebalancing a couple's accounts.

3. ENDURING GUARDIANSHIP The other document you need — and what it's called in your state.

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 143 Highlights

In this edition:

1. Superannuation and Relationship Breakdown

2. The Commonwealth Seniors Health Card: The Concession Self-Funded Retirees Miss

3. The Super Death Benefits Tax: What Your Adult Children Actually Inherit

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 142 Highlights

In this edition:

1. Salary Sacrifice After 1 July 2026: Still Worth Doing?

2. Small Business CGT Concessions: Retiring From Your Business Tax-Effectively

3. Retirement Villages: What You’re Really Buying

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 141 Highlights

In this edition:

1. Estate Equalisation: When the Assets Aren’t Equal

2. The Document That Speaks When You Can’t

3. The Work Bonus: How a Little Work Changes What You Get

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 140 Highlights

In this edition:

1. When the Inheritance Arrives: Decisions in the First 12 Months

2. Trauma Cover and the Gap It Was Designed to Fill

3. Beneficiary Nominations: Who Actually Gets Your Super

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 139 Highlights

In this edition:

1. The Main Residence Exemption: Less Simple Than You Think

2. Private Health Insurance After 60: What You’re Paying For

3. Franking Credits: The Most Australian Thing About Your Portfolio

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 138 Highlights

In this edition:

1. Granny Flat Arrangements: The Rules That Catch People Out

2. Borrowing After 50: What Actually Changes

3. The Two-Person Retirement: How Couples Actually Spend Together

Plus Q&A section

Click the image to the right to download the full newsletter

Issue 137 Highlights

In this edition:

1. When the Loan Becomes a Gift: Why Family Lending Needs a Document

2. The Home You’re Sitting On: Reverse Mortgages and the Government Scheme Almost No One Knows About

3. Working Past 65: How Tax, Super, and Centrelink Now Fit Together

Plus Q&A section

Issue 136 Highlights

In this edition:

1. When the Will Doesn’t Do What You Think It Does

2. EOFY Without the Last-Minute Scramble

3. Investment Bonds: The Quietly Useful Structure Most People Don’t Know

Plus Q&A section

Issue 135 Highlights

In this edition:

1. The Debt Nobody Talks About: HECS, HELP, and the Hidden Drag on Household Finances

2. When One of You Dies: What Surviving Spouses Actually Have to Deal With

3. The Insurance Inside Your Super: What You’re Paying For and Whether It’s Enough

Plus Q&A section

Issue 134 Highlights

In this edition:

1. Protecting Your Parents’ Money — and Your Own: A Family Guide to Financial Elder Abuse

2. Why Fuel Costs What It Does — and What It Means for the Rest of Your Money

3. The 1 July Reset: What a Cluster of Big Changes Means for Your Household

Plus Q&A section

Issue 133 Highlights

In this edition:

1. Aged Care at Home: What It Costs and How to Plan for It

2. Retirement Income That Lasts: The Considerations That Matter Most

3. Tax Planning Before 30 June: Strategies Beyond Super

Plus Q&A section

Issue 132 Highlights

In this edition:

1. Your EOFY Super Checklist: Contribution Strategies Worth Considering Before 30 June

2. Building Super as a Couple: How to Make the System Work for Both of You

3. Payday Super and Parental Leave Super: Two Reforms That Could Strengthen Your Retirement

Plus Q&A section

Issue 131 Highlights

In this edition:

1. The Centrelink Puzzle: Understanding the Age Pension Means Tests and How They Shape Your Retirement

2. Power of Attorney: The Document That Could Matter More Than Your Will

3. The New Super Tax: What Division 296 Means for Large Balances — and Why Everyone Should Understand It

Plus Q&A section

Issue 130 Highlights

In this edition:

1. Blended Families and Estate Planning: When Love Gets Complicated, So Does Your Will

2. Testamentary Trusts: Why More Australians Are Looking Beyond the Simple Will

3. Staying Ahead of the Scam: How to Protect Your Wealth from Sophisticated Fraud

Plus Q&A section

Issue 129 Highlights

In this edition:

1. The $500,000 Question: Navigating Aged Care Costs and Refundable Accommodation Deposits in Retirement

2. Insurance as Wealth Infrastructure: Strategic Cover for Building and Protecting Family Legacies

3. Downsizer Contributions Demystified: The $300K Super Opportunity After 55

Plus Q&A section