Insights

As the end of the financial year approaches, now is the perfect time to review your finances and take advantage of strategies that could strengthen your position before 30 June. From superannuation and tax planning to investments, insurance and cashflow, a proactive EOFY review can help you maximise opportunities, avoid last-minute issues and set yourself up for a stronger financial year ahead.

The Federal Government’s 2026–27 Budget includes a range of proposed changes that could impact investment strategies, property ownership, superannuation, tax planning and retirement outcomes for Australians. Here’s an overview of the key announcements and what they may mean for you.

Not many of us are best known by our surnames but that’s certainly the case for Brett Green who, over a 35-year teaching career, has proudly taught thousands of high schoolers Physical Education. “Mr Green” has also spent several years guiding talented athletes as a specialist throws coach. He’s been there on the sidelines as athletes under his tutelage have achieved countless titles and won medals at state, national, Commonwealth and Olympic levels. Here, Brett tells his client story.

As we approach the end of the financial year, it’s a timely opportunity to take stock of your superannuation and make sure it’s working as hard as possible for your future.