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Superannuation tax reform is coming and for Australians with large super balances, the new Division 296 tax could mean paying more tax on future earnings. Here's the latest update.

Gifting money or assets to children or family members is a generous way to share wealth. But it raises important questions such as, is there a gift tax in Australia, what taxes might apply and how to structure gifts so you don’t create unexpected tax or benefit implications?

A comfortable retirement means having the financial resources to maintain your desired lifestyle without stress. The reality is there is no one-size-fits-all target when it comes to retirement savings. The figure will vary for everyone based on personal preferences and expectations.

Navigating the super downsizer contribution rules can be a game-changer for retirement planning but understanding how it works is crucial to ensure you maximise your retirement benefits.

I recently presented at a webinar which explored intergenerational wealth transfer and the importance of estate planning to ensure a smooth transition of wealth. The webinar included presentations by a couple of trusted partners from MGI South Qld and Mullins Lawyers and I've included their input too.

I was recently invited to present at a webinar for Paediatric Dentists, where I highlighted the importance of wealth structuring and a range of investment strategies that could be adopted to turn your business profits into long term personal wealth.

Without robust family governance, even carefully structured estates and trusts can be undermined by confusion, conflict or lack of engagement. Governance is the invisible architecture that supports intergenerational trust, shared purpose and clarity of roles.

What is wealth management and what are the keys steps you should take to make sure you reach your long term goals?

As Australia's largest intergenerational wealth transfer in history unfolds (forecasted to exceed $3.5 trillion by 2050), dubbed the Great Wealth Transfer, families with substantial wealth face a new, more nuanced challenge: how to emotionally and psychologically prepare the next generation to receive and manage it?

In 2025, high-net-worth investors face a financial environment defined by complexity and change. So how can you future-proof your financial position?

As market volatility and inflation continue to challenge traditional portfolios, more high-net-worth investors in Australia are exploring alternative investments to diversify risk and enhance long-term returns. From private equity and real estate to infrastructure, venture capital, and collectibles, alternative assets are no longer niche, they're essential tools in building a resilient and future-focused portfolio.

For high net worth individuals in Brisbane, effective private wealth management isn't just about growing assets - it's about preserving wealth across generations, aligning financial strategies with personal values and adapting to Australia's evolving tax landscape.

The Australian Government is proposing a new tax measure, known as Division 296, which will be aimed at individuals with superannuation balances exceeding $3 million.

Contrary to what many people may tell you there is no quick way to get rich, other than say winning the lottery. Building wealth usually takes time, discipline, knowledge and sound strategies. In this article, we explore five of the most effective wealth creation strategies in Australia - designed to help you take control of your finances, grow your wealth, and achieve your life goals.