Planning is key as SMSFs enter new phase
Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings. But recent
Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings. But recent
Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and anxiety. Whether the ASX is
Stay up to date with what’s happened in the Australian economy and markets over the past month. Interest rates and tariffs continue to influence markets
You’ve been doing all the right things when it comes to saving your hard-earned cash. You’ve cut back on luxury getaways and culinary splurges, exercised
When the temperature drops, it feels like more of an effort, but getting outdoors, even when it’s chilly, can do your brain and body a
With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings. Let’s unpack what’s
Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade
The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and set yourself up for the
As the federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known as Division 296 tax), concerns
The number of Australians aged over 65 is expected to more than double in the next 40 years while the number of people aged over
If retirement is just around the corner, the current financial climate may make you feel a little uneasy. Watching the markets fluctuate might leave you
Bonds are not usually the flashy upstarts of the investment world with their every move reported, like stocks. But the Trump Administration’s extraordinary refashioning of
Suite 4, 2 Nelson Street
Ringwood VIC 3134
9am – 5pm Monday to Friday (after hours by appointment)
DMGC Financial Planning Pty Ltd, ABN 52 628 559 222, trading as Epona Financial Guidance is a Corporate Authorised Representative No. 1273810 of Epona Licensee Services Pty Ltd ABN 24 628 557 924 AFSL No. 549637