Insights

ACRF Accelerators @Work lets Australian businesses fund world-class cancer research through a simple monthly commitment. Here’s how the program works, what the money achieves, and why Navigate Advisory signed on as founding partner.

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.

More first home buyers are getting the keys, helped by the 5% deposit scheme. George Rentzepis, Director of Lending at Navigate Advisory, on the five mistakes that catch first home buyers out and how to avoid them.

You want to help your kids into a home. Smart. But hand the money over the wrong way and it can vanish in a separation, or come back to bite your own retirement. Here’s how to help and protect everyone.

Mum or Dad needs aged care, and the first fear is always the same: do we have to sell the house? The short answer is no. Here are your four real options and how the family home is actually assessed in 2026.

The 2026 Federal Budget delivered the biggest tax shake-up in two decades. Here’s what changed for families, employees, business owners, retirees and investors. Plain English, no fluff.

June 30 is approaching. If you’re a business owner, here are financial moves you can make before EOFY across tax and accounting, financial planning, and loans and debt to keep more of what you earn.

Sole traders sit in an interesting spot. You have the flexibility of a business but the tax structure of an individual. That creates both opportunities and traps before June 30.

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.

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.

“Should we set up a family trust?” It’s one of the most common questions we hear from clients. The answer is always, it depends. We break down who they’re for, who they’re not for, the real benefits, the costs and what to watch out for.

There’s no universal magic number for retirement savings. “Enough” depends entirely on how you want to spend your days, your lifestyle standards, your health, and how you want to share your wealth.

There’s no universal magic number for retirement savings. “Enough” depends entirely on how you want to spend your days, your lifestyle standards, your health, and how you want to share your wealth.

Super Guarantee Rate Now 12% From 1 July 2025, the Super Guarantee rate increased from 11.5% to 12%. This is the final step in the gradual increase that’s been legislated for years.