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How should Australia’s financial industry turn hard earned retirement savings into retirement income? Delivering investment outcomes in retirement is an incredibly complex problem...

Inflation has been heading in the right direction and the Reserve Bank of Australia has cut the cash rate three times in 2025. So, is now a good time to refinance?

As the end of financial year approaches, it's the perfect time to reassess whether your home loan still fits your needs. Our EOFY Home Loan Health Checklist walks you through 7 key areas—from evaluating your loan features and lender service to leveraging equity and spotting hidden fees. Whether your circumstances have changed or you simply want to see if a better deal is out there, this guide will help you make informed decisions. A quick check-in now could lead to long-term savings and smarter financial outcomes in the new financial year.

As the end of the financial year approaches, it’s the ideal time for business owners to review their tax position. In this post, we break down what tax planning involves, why it matters, and how it can help you prepare for 30 June with confidence. Whether your business is big or small, proactive planning can lead to smarter decisions and better outcomes.

If you’re planning to build your own home, a construction loan could help finance your project. Unlike standard home loans, construction loans provide funds progressively in stages as your new home is built. Here are a few of the key points you should consider.

How to master employer obligations in 2025. Taxpayers who employ staff should remember the following important dates and obligations...