September 2025 Newsletter

September 2025 Newsletter

We can now leave the chill of winter behind and embrace the warmer months of spring. In our first article, discover why some investors can be prone to making rash decisions when markets fluctuate and how our emotions could affect our investment decisions. The new financial year saw index increases to the income and assets … Read more

Multiple super accounts can erode your retirement savings

Multiple super accounts can erode your retirement savings

Millions of Australians hold multiple super accounts — and it could be costing them Vanguard’s late founder, John C. Bogle, was known for championing the importance of reducing investment costs. It’s a principle that’s especially important for long-term investments like superannuation. For Australians, a common scenario is having multiple superannuation accounts, which can lead to … Read more

Trusts are back in the ATO spotlight

Trusts are back in the ATO spotlight

With more than 947,000 trusts operating across Australia, it’s no surprise the ATO continues to keep a close eye on how these structures are managed. Trusts remain central to many wealth and succession plans, but their complexity means they also attract compliance scrutiny.i Closer attention to how trust structures are now being used is part … Read more