By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners January 2025 Super’s ‘transfer balance cap’ will increase from July 1, 2026 The … Indexation of the Transfer Balance Cap
By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners December 2025 Can you believe we’re halfway through the financial year? Instead of … Boost your Super in 2026
By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners December 2025 Australians love property but getting onto the property ladder is so … Help to Buy Scheme – Federal Government’s shared equity scheme
By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners November 2025 If you suffer a debilitating illness or injury that impacts your … A guide to understanding TPD benefits from super
By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners October 2025 Your superannuation is your money, and you need to treat it … Super death benefit nominations
By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners September 2025 If you sell a property resulting in surplus cash to invest, … Super strategies when selling a property
By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners August 2025 There’s a lot of commentary circulating about the government’s proposed new … Be careful of misinformation about the government’s proposed new super tax
By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners July 2025 With the new financial year underway, now’s an ideal time to … Planning for 2025-26
By Jasia Fabig, General Manager, Advice Fitzpatricks Advice Partners June 2025 Advisers listen, understand, guide and reassure, making both technical and soft skills … National firms should bring professional development in-house
