Retirement Planning Topics and Resources

Parliament House Canberra during Australia’s Economic Reform Roundtable

Financial Advisory

Australia’s Economic Reform Roundtable 2025: What It Means for Your Wealth

Treasurer Dr Jim Chalmers has convened Australia’s most influential business, union and policy leaders for a three-day Economic Reform Roundtable. With $1 trillion in debt, rising tax burdens and subsidies under review, the discussions could reshape household budgets, investment strategies and business cash flows. Here’s what you need to know to protect and grow your wealth.

August 19, 2025 No Comments

Australian parents in Brisbane checking investment bond growth projections on a laptop to plan school fees

Financial Advisory

How Investment Bonds Work: Tax Benefits for Education Savings

Paying $23k–$42k a year for private school or up to $45k at university can feel impossible. This guide shows Queensland families how investment bonds lock in a 30 % tax rate, avoid penalty minor-tax rules and deliver tax-free withdrawals after ten years.

June 25, 2025 No Comments

Parent drops a coin into a clear jar labelled “Education Fund”, symbolising an investment bond growing for a child’s future schooling costs

Future Planning

Complete Guide to Investment Bonds for Children’s Education in Australia

Rising school and university costs can overwhelm even the best-laid family budgets. This guide shows Australian parents how investment bonds turn after-tax dollars into a flexible, tax-free education fund, using proven strategies like the 10-year and 125 % rules.

June 20, 2025 No Comments

A financial advisor discussing private wealth management strategies with a client

Retirement Planning

Private Wealth Management: A Guide to Securing Your Financial Future in Australia

Private wealth management is a tailored approach to financial planning for high-net-worth individuals. This guide explores its benefits, services, and how it can help Australians achieve long-term financial security.

March 27, 2025 No Comments

Financial

Financial Planning for Young Families in Australia

As young Australian families embark on the rewarding yet challenging journey of raising children and managing household needs, understanding the nuances of financial management becomes crucial. It’s not just about making ends meet but about crafting a secure and prosperous future. With the guidance of EEA Advisory, experts in family

December 3, 2023 No Comments

Personal Finance

Supercharge Your Savings: The How-To Guide on Claiming Personal Super Contributions

Introduction: As you steer through the journey of financial planning, a common pit-stop is considering superannuation. While employer contributions to your super are the norm, what if we told you there’s a way to accelerate your savings and relish tax benefits simultaneously? Enter: personal superannuation contributions. Understanding Personal Super Contributions:

August 20, 2023 No Comments

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