General transfer balance cap will be indexed on 1 July 2025
Apr 21 2025Due to recent increases in the Consumer Price Index (CPI), the general transfer balance cap (TBC) wll increase by $100,000 from $1.9 million to $2 million on 1 July 2025.
Market Snapshot: March 2025
Apr 15 2025In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for March 2025.
What is your concept of retirement?
Apr 15 2025The concept of retirement has changed dramatically over the generations but there remains one constant for most of us planning the end of our working life – to be able to do what we want, when we want.
Market Snapshot: February 2025
Mar 20 2025In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for February 2025.
SMSFs Outperform Retail and Industry Funds: Insights from Recent Research
Mar 20 2025Recent research from the University of Adelaide’s International Centre for Financial Services (ICFS) has revealed that Self Managed Super Funds (SMSFs) have outperformed retail and industry funds over the past five years.
Adhering to ACNC's Governance Standards 2025
Mar 13 2025The ACNC’s governance standards is a set of core principles dealing with how a charity should be run.
Investing For Income
Feb 27 2025Share markets are renowned for taking unexpected downturns and while history shows that markets eventually recover, this rebound in value can occasionally take time.
Market Snapshot: January 2025
Feb 27 2025In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for January 2025.
Retirement Planning for Couples with an Age Gap: 5 Conversations You Need to Have
Jan 20 2025Planning for retirement can be challenging enough, but when there’s a significant age difference between partners, it adds another layer of complexity.
Market Snapshot: December 2024
Jan 19 2025In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for December 2024.
Market Snapshot: November 2024
Dec 10 2024In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for November 2024.
Your Local Financial Planner: Kent Paroz
Nov 14 2024Associate Kent Paroz will be visiting our Kingaroy office each month to assist our clients and the Kingaroy community with their financial planning queries.