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The $3 Million Super Cap Changes — What’s Really Changed, and What It Means

The $3 Million Super Cap Changes — What’s Really Changed, and What It Means

by Paul Thewlis | Oct 23, 2025 | News

By Peter Richards By Jonathon Tainsh Many Australians with large super balances have been watching the $3 million rule unfold with a mix of frustration and confusion. For anyone with most of their wealth tied up in property or private investments inside super, the...
Aged Care Reforms Update: What the New Financial Arrangements Mean for You

Aged Care Reforms Update: What the New Financial Arrangements Mean for You

by Paul Thewlis | Oct 9, 2025 | News

By Gary Marsh The Aged Care Act 2024 represents the most significant reform in decades. Its promise is greater fairness, sustainability and dignity, but it also introduces new layers of complexity. By focusing on the financial detail now, you can protect your assets,...
Finding the Success in Succession: Preparing Beneficiaries to Steward Wealth

Finding the Success in Succession: Preparing Beneficiaries to Steward Wealth

by Paul Thewlis | Sep 23, 2025 | News

By Jonathon Tainsh Lessons From the Murdoch Family (and HBO’s Succession) When Rupert Murdoch stepped back from his empire in 2023, the world watched closely. The family’s battle over control of trusts, succession, and the future of News Corp and Fox mirrored the...
The Game-Changer for Sydney First Home Buyers: Your Guide to the Expanded Home Guarantee Scheme

The Game-Changer for Sydney First Home Buyers: Your Guide to the Expanded Home Guarantee Scheme

by Paul Thewlis | Aug 28, 2025 | News

By Jesse McPherson The Australian Government has just dropped what might be the most significant policy change for first home buyers in a generation. On 25 August 2025, the Albanese Government announced a massive expansion of the Home Guarantee Scheme that’s set...
The $3 Million Superannuation Cap: What It Really Means — and How to Prepare

The $3 Million Superannuation Cap: What It Really Means — and How to Prepare

by Paul Thewlis | Aug 14, 2025 | News

By Jonathon Tainsh – Senior Financial Adviser, People + Partners Wealth Management By Tatum West – Senior Manager, People + Partners Wealth Management Tax & Accounting Australia’s superannuation system has long been one of the most effective vehicles for...
Will Your Wealth Last? Why Most Fortunes Fail Across Generations

Will Your Wealth Last? Why Most Fortunes Fail Across Generations

by Paul Thewlis | Jul 24, 2025 | News

By Jonathon Tainsh – Senior Financial Adviser, People + Partners Wealth Management By Tatum West – Senior Manager, People + Partners Wealth Management Tax & Accounting “Wealth rarely survives three generations.” You’ve probably heard that before. Here’s the data...
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