Industry Super Funds Are you getting what you think you are? Industry super funds have been one of the great Australian success stories of the past three decades. Built originally to serve specific sectors — construction, hospitality, healthcare, public service — they have grown into national, multi-billion-dollar institutions managing the retirement savings of most working […]
What the coming generational shift means for families — and what to do about it now. Australia is on the cusp of the largest intergenerational wealth transfer in its history. The Productivity Commission has estimated that roughly $3.5 trillion in assets will move from older Australians to their children and grandchildren over the next 20 […]
Federal Budget 2026–27 What was announced — and what it actually means for you. The Federal Budget delivered by Treasurer Jim Chalmers on Tuesday 12 May 2026 includes significant changes to tax, property and investment rules. While some measures have attracted strong public commentary, most changes are phased in gradually and include important grandfathering and […]
Why structured philanthropy — and Private Ancillary Funds — are reshaping how Australian families give.Philanthropy in Australia is having a moment. After decades of being treated as a quiet, often reactive part of family life — a cheque to the school appeal, a tap of the card at a charity dinner — giving is moving […]
Exchange Traded Funds (ETFs) Explained What Exchange Traded Funds are, why they’ve taken over, and where they fit in a modern portfolio.Exchange Traded Funds — ETFs — have quietly become one of the most important developments in investing of the past two decades. Once a niche product for institutional investors, they now sit at the […]