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estate planning

The Role of Estate Planning in Wealth Preservation

By Graeme Milner | March 7, 2025

Estate planning is essential for financial security. Without proper planning, assets may not be distributed as intended, putting financial strain on loved ones.  In Australia, estate planning is not just […]

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how to plan early retirement

How to Plan for Early Retirement in Australia

By Graeme Milner | March 5, 2025

Retiring early is an exciting prospect, but without a solid financial plan, it can become a challenge rather than a reward. In Australia, early retirement requires careful savings, tax-efficient investment […]

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investment strategies

Investment Strategies for Australian Families

By Graeme Milner | March 3, 2025

Many Australian families prioritise financial security. Making smart investment choices is key to building long-term wealth, from covering everyday expenses to preparing for the future.  Economic conditions, interest rates, and […]

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financial advice

Common Financial Mistakes to Avoid in Your 30s

By Graeme Milner | March 1, 2025

Your 30s can be a transformative decade-career growth, homeownership, and family responsibilities often take centre stage. While financial stability starts to take shape, many Australians still make costly mistakes that […]

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Understanding the Basics of SMSFs (Self-Managed Super Funds)

By Graeme Milner | February 28, 2025

Self-Managed Super Funds (SMSFs) have become increasingly popular in Australia as individuals seek greater control and flexibility over their retirement savings.  An SMSF is a superannuation fund you manage yourself, […]

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How to Minimise Tax Legally in Australia

By Graeme Milner | February 25, 2025

Tax season can be stressful for many Australians, but by applying effective tax minimisation strategies, individuals and businesses can significantly reduce their taxable income and save money. With tax laws […]

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family trust in wealth management

Benefits of Family Trusts in Wealth Management

By Graeme Milner | February 20, 2025

Family trusts have long been popular tools for wealth management in Australia, providing a flexible and effective way for individuals and families to manage and protect assets.  With changes to […]

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Crucial Advice for Couples at Tax Time

By Graeme Milner | March 7, 2024

Tax season is here again. While it may not be romantic, couples must handle this era with intelligence and teamwork. Whether you’re newlyweds or have been married for decades, doing […]

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Tax Facts About Superannuation

By Graeme Milner | March 7, 2024

Superannuation, or ‘super’, is vital to Australian retirement preparations. It’s a retirement nest fund and a major tax issue in Australia. You may make better retirement savings decisions by understanding […]

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Tax Tips and Future Plans for EOFY

By Graeme Milner | March 7, 2024

Australian businesses and people must prepare properly and make educated decisions as EOFY approaches. This month can be intimidating, but with the correct methods and expertise, you can improve your […]

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