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Downsizer contribution explained: what it really means for your Age Pension
Super · Age Pension • 12 min read · July 2026 Downsizer contribution explained: what it really means for your Age Pension Up to $300,000 each
Rates up. Energy up. Will your retirement income keep up?
Retirement · Cost of Living • 10 min read · July 2026 Rates up. Energy up. Will your retirement income keep up? Council rates, energy bills,
How Much Can You Contribute to Super? 2026–27 Caps Explained
Super · Contributions • 13 min read · July 2026 How much can you contribute to super in 2026–27? Both the before-tax and after-tax caps rose
The AI Spending Boom: Where Are We in the Investment Cycle?
Investing · AI • 14 min read · June 2026 The AI spending boom: where are we in the investment cycle? The headlines swing between “this
The $3 Million Super Tax Explained: How It Works and Who Actually Pays
Super · Division 296 • 12 min read · June 2026 The $3 million super tax, explained — and who actually pays If a headline about
Why Your Age Pension May Have Dropped in March 2026?
Age Pension · Deeming • 13 min read · June 2026 Why your Age Pension may have dropped in March 2026? Your balances didn’t change. Your
Labor’s CGT Backflip: Why Business Owners Should Be Paying Attention
Tax · Business Owners • 11 min read · June 2026 Labor’s CGT backflip: why business owners should be paying attention There is a big difference
Australia’s Housing Problem Isn’t What Most People Think It Is
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 Every election cycle, housing affordability dominates the headlines — new
AI and Your Retirement: A Dial-Up to Broadband Moment
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 Why we believe AI is a multi-decade productivity story —
Why Retirement Planning Is Not Just About Investment Returns
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 You’ve worked hard for a long time. Now, with retirement
The Difference Between Retiring With Assets and Retiring With Cash Flow
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 I’ve sat across from people who, on paper, have “more
Why $1 Million in Super Doesn’t Mean the Same Thing for Every Couple
Super · Couples • 15 min read · June 2026 Is $1 million in super enough for a couple? You’ve both worked for this. The statement
How to Consolidate Your Super? A 2026 Guide for Melbourne Near-Retirees
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 If you’ve built your career across a few different Melbourne
Proposed Negative Gearing and CGT Changes:What Property Investors Need to Know
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 Federal Budget 2026–27 · Property & Tax Important: This article
How Much Super Do I Need to Retire? A Melbourne Adviser’s Guide
Super · Retirement • 13 min read · June 2026 How much super do I need to retire? Most people want a single number. But after