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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...
Accessing Super After 60: A Smart Strategy to Cut Tax and Gain Flexibility

Accessing Super After 60: A Smart Strategy to Cut Tax and Gain Flexibility

by Paul Thewlis | Jul 10, 2025 | News

By Peter Richards, Financial Advisor – Sydney If you’re 59 or older and living in Australia, it’s time to take a serious look at your superannuation. You might not know this, but once you hit 60, a whole new set of opportunities opens up. You’ll be...
Understanding Underinsurance: The Importance of Sliding Door Moments

Understanding Underinsurance: The Importance of Sliding Door Moments

by Paul Thewlis | Jun 23, 2025 | News

Major life events that lead to death, disability or trauma have the potential to transform your family’s life. The decisions you or another family member make (or choose not to make) about the adequacy of your insurance, are those sliding door moments, that could be...
Gifts, Guarantees and Grown-Up Conversations: Supporting Your Kids into Property

Gifts, Guarantees and Grown-Up Conversations: Supporting Your Kids into Property

by Paul Thewlis | Jun 2, 2025 | News

By Jesse McPherson You’ve no doubt heard the phrase “Bank of Mum and Dad” tossed around in the media where the tone makes it sound like a new-age trend. But in reality, it’s been around for as long as home loans have existed. What’s changed is the scale. At the same...
Don’t Be Distracted by Clickbait posing as Financial Analysis

Don’t Be Distracted by Clickbait posing as Financial Analysis

by Paul Thewlis | May 9, 2025 | News

By Gary Marsh Let’s be honest. The financial media isn’t there to help you invest wisely. It’s there to get your attention. And to do that, it needs headlines that make you click. Headlines that stir your emotions—usually fear or greed. That’s how media companies sell...
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