by LBWCA | Jun 9, 2025 | Financial Planning
Markets move in ways no one can fully predict. Some investments rise, others fall. For that reason, investment diversification is crucial. It means spreading your money across many different types of investments. In this blog, you’ll learn how investment...
by LBWCA | Jun 4, 2025 | Financial Planning
The end of the financial year is fast approaching, making now the ideal time to review your super. Even small additional contributions before 30 June can make a big difference to your retirement savings over time, thanks to the power of compounding returns. This...
by LBWCA | May 1, 2025 | Personal Wealth, Accounting, Accounting & Tax, Accounting & Tax, Accounting & Tax, Financial Planning, Financial Planning
With so many ETFs listed on the Australian stock market, choosing the right one can feel overwhelming. Many ETFs focus on a single asset type, like Australian shares or overseas bonds. If you only invest in one type of investment, there’s more risk. That’s why...
by LBWCA | Apr 18, 2025 | SMSF, SMSF
Many Australians own a home. However, selling that home can also help boost your superannuation balance. As a result, many retirees use the downsizer measure to add to their super, which can provide tax benefits and long-term financial security. How the downsizer...
by LBWCA | Apr 7, 2025 | Financial Planning, Financial Planning
Financial markets are constantly fluctuating, and whilst some changes happen quietly, they can still affect investors. The Australian Prudential Regulation Authority (APRA) has announced new rules for hybrid securities. As a result, hybrids will be phased out. In...
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