The kids have moved out. The house feels too big. Maybe you’re tired of the upkeep. Perhaps you’re thinking about coastal retirement or wanting to be closer to the grandkids. Or you’ve simply realised you’re sitting on substantial equity that could fund Your Great Life.
The financial side of running a dental practice comes with high-stakes decisions. Get your entity structure wrong, and you could be paying tens of thousands more in tax than necessary. Underinsure your most valuable asset -your ability to practice – and you’re one accident away from financial disaster. Miss out on the professional lending benefits available to dentists, and you’re leaving serious money on the table.
The 2025-26 financial year has ushered in a wave of legislative changes that will impact our clients across financial planning, accounting, business advisory, and lending.
If you’re thinking about residential aged care for yourself or a loved one, major changes are coming from 1 November 2025. These changes will impact the amount you pay and how fees are calculated.
Restricted Stock Units – RSUs – are a type of Employee Share Scheme that you’ll likely encounter if you work in the tech world. Put simply, they’re company shares that are promised to you but come with strings attached.
When we ask our clients what a great life looks like, one thing comes up repeatedly: their kids being secure and getting a step on the property ladder. And that naturally leads to one of the most common questions: “How can we help our kids financially?”
June 30 is approaching fast, and for most Australians, that means last-minute tax planning. While proper tax strategy should happen year-round, you can still make legitimate moves in these final weeks to reduce your tax bill.
Working with business owners for over 30 years, the Accounting team at Navigate Advisory has noticed some recurring blind spots. These aren’t basic bookkeeping errors – they’re strategic misses that can cost serious money.
While everyone’s hitting the gym and decluttering their wardrobes, let’s talk about giving your finances the refresh they deserve. No boring resolutions here – just practical moves to kick-start your great life in 2025.
What a ride 2024 has been in the financial landscape in Australia. From market swings to global headlines, it’s been a year that’s kept us all on our toes. As we reflect together, let’s look at the moments that shaped not just our financial world, but the stories that had us all talking around dinner tables and office water coolers.
A great life is one where financial freedom allows you to live on your terms.
This freedom doesn’t look the same for everyone. It’s shaped by career, aspirations, and personal values.
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