December 2025 Newsletter

Welcome to the final newsletter for the year.

Major aged care reforms came into effect on 1 November and were designed to improve the service flexibility and transparency of Aged Care. It’s essential to understand your options and plan ahead for future care needs.

The government has recently made changes to the $3 million super tax. We’ve outlined the changes in this article and provided a few case studies to help you understand how it would work.

In our next article, we explain how dividend franking credits work – how they can affect your tax and boost your income if you are a retiree.

There is $2.6 billion in lost money in Australia. Here we explain how to search for unclaimed money, what happens if it remains unclaimed and how you could use any unclaimed money to top up your super.

In our final article for the year, we’ve provided some inspiration to help you celebrate the festive season in a way that is joyful, meaningful and uniquely yours.

Happy Holidays!