Insights on Wealth and Retirement
Here, you’ll find practical articles, professional perspectives and market insights.
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Budget 2026 Preview: What Proposed Tax Changes Could Mean for Retirement Planning
As we move closer to the 2026 Federal Budget, one theme is becoming increasingly difficult to ignore—tax reform appears firmly back on the agenda. Recent
What the Proposed Super Tax Changes Mean for Australians
An overview for investors and retirees in Bendigo and regional Victoria Superannuation has long been one of the most tax-effective ways for Australians to build
Why Global Conflicts Can Affect Your Superannuation
Financial Advice Insights for Bendigo Investors Recent headlines have highlighted volatility in global markets following escalating conflict in the Middle East. Rising oil prices and
Super Savings Targets Are Rising – What It Means for Your Retirement Plan
Recent headlines suggest Australians may need tens of thousands more in superannuation than previously thought to fund a comfortable retirement. While the numbers can feel
New Super Tax in Australia: What Financial Advisers Are Telling Clients About Retirement Planning
Australia’s superannuation system is facing one of its most significant tax changes in years — a move that could affect high-balance super accounts and reshape
Proposed Changes to Capital Gains Tax in Australia: What You Need to Know
Australia’s capital gains tax (CGT) regime — particularly the 50% CGT discount — is once again at the centre of national debate as the federal
There’s a $2.5 Billion Issue with Superannuation and It’s Costing Australian Retirees
Australia’s superannuation system was designed to help working Australians build retirement savings so they can fund a comfortable life once they stop working. But a
Teaching Kids About Superannuation: Why Financial Advisers Say It’s Key to Retirement Planning
When people think about superannuation, they usually think about retirement — not childhood. But from the perspective of a financial adviser, the habits that shape
Should You Start Spending Your Super at 60? A Financial Adviser’s Guide to Retirement Planning
Many Australians reach age 60 with a big question: “I’m retired — should I start spending my super now, or leave it invested?” It’s one
Super Inheritance: How to Keep the Tax Bill Down
When it comes to retirement planning, many Victorians assume their superannuation will be distributed the same way as the rest of their estate. In reality,
Nest Egg Nightmare: Why More Australians Are Delaying or Ditching Retirement in 2026
Many Australians are discovering that retirement planning isn’t going quite the way they hoped. According to recent research from Finder, rising costs of living and
Shield & First Guardian Collapse Update — What It Means for Retirement Planning and Superannuation
The collapse of the Shield Master Fund and First Guardian Master Fund has become one of the most significant superannuation and financial advice scandals in