• Dr Jeffrey Scott on Intergenerational Wealth Transfer

    Wills, superannuation nominations, blended families and what happens if you do nothing. Dr Jeffrey Scott, Head of Advice Strategy at MetLife Australia, answers the big questions on passing wealth to the next generation.

  • EOFY Checklist for Retirees

    EOFY looks different in retirement. You’re not chasing deductions the same way. You’re protecting your wealth, managing tax inside super, and making sure you’re not accidentally reducing your pension entitlements.

  • EOFY Checklist for Employees

    A lot of employees assume EOFY is just about lodging a return and hoping for a refund. There’s actually more you can do than you might realise. Here’s your checklist.

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