2026 Budget
Are Trusts Still Tax Effective After the 2026 Budget?
Are trusts still tax effective after the 2026 Budget? Learn how the new 30% trust tax affects investors, families, and wealth structures.
Insights
Notes on Planning Decisions
Straightforward explanations of the rules, fees, and trade-offs that come up most often — written for people making the decision, not for other advisers.
James’s Notes
Occasional, practical notes on superannuation, retirement and planning decisions. General information only, no product pitches, and you can unsubscribe at any time.
Financial Planner Articles
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What Exactly Does a Financial Planner Do?
Financial planners assess your position, manage investments, optimise super, structure retirement income, and safeguard your wealth through strategic…
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Is It Worth Paying for a Financial Planner?
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