Financial Power of Attorney in Australia
You're at the kitchen table before an overseas trip, checking bills and travel documents. Say you're a Chatswood professional whose spouse discovers
November 3, 2026
Retirement, super and SMSF, investing, insurance, estate planning and aged care, written around the questions people truly care about.
Articles for Retirement & Wealth
Retirement, super and SMSF, investing, insurance, estate planning and aged care, written around the questions people truly care about.
You're at the kitchen table before an overseas trip, checking bills and travel documents. Say you're a Chatswood professional whose spouse discovers
Payday Super started on 1 July 2026. A plain-English check-up for Lower North Shore and Macquarie Park employers on the seven-business-day rule, cash flow and the clearing house change.
By Panbo Ye, CFP®, FCPA, SSA® | Founder, Everglow | Reviewed 10/2026 Picture winding back from full-time work over the coming months:
The 2026–27 low rate cap is $260,000, a lifetime limit on the taxable part of super lump sums taken after preservation age
A Chatswood GP is weighing a new property commitment while her practice faces changing cash-flow demands. In Penrith, a tradie is deciding
Your home is generally exempt from capital gains tax when it is your main residence, but partial tax can apply if it
The correct ATO due date depends on the taxpayer, entity, obligation and lodgement method. For an individual who self-lodges, the standard deadline
Mei is sitting with a property sale decision. Her Brisbane townhouse has increased in value, but the amount she'll report for tax
Dr Anya Sharma is a fictional example used to show how the rules work. She is not an Everglow client. Dr Anya
A practice owner hands each team member a gift card at the end of the year. The gesture feels simple, but the
A sale is on the table. You've owned an investment property, shares or a business interest for years, and the contract date
Australia's household saving ratio reached 6.5% in the June quarter of 2026, up from 6.4% in the March quarter, and the strongest
A trustee in Parramatta has just agreed to sell a long-held commercial property. The question isn't only how much the trust made.
Australian resident individuals and trusts may reduce an eligible capital gain by 50% if the asset was held for at least 12
A Wealth Decision Rarely Stands Alone A Sydney specialist may have strong income, a growing mortgage, business profits retained in a company
An unfranked dividend is a dividend paid by an Australian company with no franking credit attached. Because the company hasn't passed an
You've reached 30 June, your accounting file is still being reconciled, and someone has asked whether the tax return must be lodged
A family often only discovers the problem after someone dies, the bank asks for probate, and the papers on the kitchen table
You logged into your super account, saw a premium deduction you didn't choose, and wondered whether that cover is helping your family
A GP practice owner gets an urgent call. The lead doctor is off work after a serious illness, the appointment book is