Articles

New identity verification requirements – Anti Money Laundering Rules from 1 July 2026

New identity verification requirements – Anti Money Laundering Rules from 1 July 2026

As of 1 July 2026, new Australian anti-money laundering and counter-terrorism financing (AML/CTF) laws apply to many of the services provided by all accounting firms. Similar to banks, we may now need to verify your identity and, in some cases, ask additional questions about ownership structures, the source of funds, or the purpose of certain […]

The Cost of a Comfortable Retirement in 2026

The Cost of a Comfortable Retirement in 2026

How much does it really cost to retire comfortably in Australia in 2026? The answer depends on your lifestyle, but benchmarks provide a useful guide. The ASFA Retirement Standard According to the Association of Superannuation Funds of Australia (ASFA), a “comfortable” retirement costs: $52,383 a year for singles $73,875 a year for couples* This covers […]

Designing a Lifestyle-First Retirement

Designing a Lifestyle-First Retirement

Retirement isn’t just about numbers – it’s about designing a life that feels meaningful and fulfilling. Beyond the Budget Research by Allianz Retire+ shows that purpose and wellbeing are central to retirement satisfaction.* Defining Your Life Buckets • Adventure (travel, experiences) • Connection (family, volunteering) • Wellbeing (health, fitness) • Contribution (mentoring, legacy) Case Study […]

Salary Sacrifice: Your Secret Weapon to Boost Super

Salary Sacrifice: Your Secret Weapon to Boost Super

For Australians approaching retirement, one of the most effective strategies to grow super is salary sacrifice. How It Works You ask your employer to pay part of your pre-tax income into super. These contributions are taxed at 15% (30% for very high earners), instead of higher marginal tax rates.*       Why It’s Powerful […]

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