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Dave’s Corner

2026 Federal Budget SummaryMay 15, 2026 - 8:05 am
This year’s Federal Budget includes a mix of measures that impact tax, housing, investments and everyday costs. While some changes may create opportunities, others may mean it’s worth reviewing existing plans and strategies. This overview is designed to help highlight some of the key measures that may be relevant across different stages of life. Your […]
Things to consider before 30 June 2026May 15, 2026 - 7:55 am
1. It’s all about timing If you are making contributions and have a retail or industry super fund, please check the fund website for cut off dates or call our office. If you have a Self-Managed Super Fund, ensure pension payments leave the bank account by close of business on 30 June. Action: Aim to […]