The 2026 Federal Budget introduced a broad range of proposed measures affecting taxation, investments, property, aged care, government support and the cost of living. While many of these announcements are still proposals and may change before becoming law, they provide…
If you have ever asked yourself, “How much super do I need to retire?” you’re not alone. It’s one of the most common retirement questions Australians ask, and the answer depends on the lifestyle you want, not just your age…
Congratulations on your job promotion or salary increase! A job promotion, salary increase, or new high-paying role is a significant achievement—congratulations! While extra income is exciting, it also brings new financial responsibilities. For high-income earners, making informed decisions about your…
Upsizing your home is more than just extra square footage—it’s about creating the lifestyle you want and ensuring your home is a better fit for your family’s needs. Whether you’re starting to feel cramped in your current home or planning…
Passing down property is a thoughtful way to leave a legacy and a big part of Intergenerational Wealth Transfer in Australia but both benefactors and inheritors must be prepared for the financial, legal, and emotional complexities involved.
Inheriting a share portfolio as part of Intergenerational Wealth Transfer can be a significant financial windfall, but it also requires careful management.
Intergenerational Wealth Transfer planning is essential for ensuring that future generations benefit from your hard work. Investment bonds offer a flexible, tax-effective way to manage Intergenerational Wealth Transfer, Estate Planning and gifting.
As our population ages, you're likely hearing more about intergenerational wealth transfer—especially if you or your loved ones are preparing for it.
Did you know that older Australians who feel their homes are too big can sell their houses, move into smaller houses and put the excess into their super funds? This is only for people aged 55 years and above, with…
Our team at Elliot Watson Financial Planning have shared their top tips for the new financial year. If you are starting out, have a growing family, are planning for retirement or are retired, our advisors have shared their key insights…