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Smart Retirement Investing Using the Bucket Strategy
Discover how the bucket strategy helps retirees balance security and growth. This structured approach ensures your short-term needs are protected while your long-term investments continue to grow, giving you peace of mind throughout retirement.
Key Superannuation Changes for 2025-26
The mandatory superannuation guarantee (SG) rate has increased from 11.5% to 12% for all eligible employees. This represents the final increment in the gradual increase that began in 2021-22 when the rate was 9.5%.
Financial Advisory 101 - Understanding Wealth Management
Financial advisory isn’t just about numbers—it’s about aligning your resources with your values, lifestyle, and aspirations. With a background in both accounting and financial planning, David Posterino, Managing Director of AS Wealth Advisors, breaks down the fundamentals of wealth management into clear, actionable steps that help Australians make informed decisions about their money.
Our Resources
A library of downloadable documents and checklists.
CHECKLIST2025 Private Client Tax Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
CHECKLIST2025 Year End Business Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
BUSINESS STRATEGYPrice Reduction
A calculation to show the increase in sales that is required to compensate for a price discounting policy.
BUSINESS STRATEGYPrice Increase
If you adopt a premium pricing strategy, the table in this resource shows the amount by which your sales would have to decline following a price increase, before the gross profit is reduced below its present level.
CHECKLIST2024 Rental Property Schedule
Ensure you have all of your documentation in order with this Rental Property Schedule.
CHECKLIST2025 Self-Managed Super Fund Checklist
Use this checklist to help you manage your fund and meet your SMSF obligations.