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In this week's Money & Life, Luke Marshall writes about; Estate administration - what really happens after you die. It’s...
19/06/2026

In this week's Money & Life, Luke Marshall writes about; Estate administration - what really happens after you die. It’s one of the most common questions clients ask when completing their estate plan - 'What actually happens to kick off the process when I die?”'. For all the time spent drafting wills and building tax-efficient structures, few people understand what really happens next... Read more: https://ow.ly/MWSK50Z5q3U

In the latest Money & Life, Adrian Rubinich writes about - Planning your child's education costs. One of the best invest...
12/06/2026

In the latest Money & Life, Adrian Rubinich writes about - Planning your child's education costs. One of the best investments you can make for your child's future is their education and that is why providing access to quality schooling is a primary financial goal of many families. But would it shock you to learn that the average cost of putting your child through 13 years of schooling is over six figures... Read more https://ow.ly/NGQR50Z5q37

In this week's Money & Life, Kieran Menzie writes about - Steven Steps to securing a comfortable retirement. For most Au...
05/06/2026

In this week's Money & Life, Kieran Menzie writes about - Steven Steps to securing a comfortable retirement. For most Australians, retirement is one of life’s biggest milestones. After decades of hard work, you want the confidence that your money will last, your lifestyle is secure, and your future is in your control. Read more: https://ow.ly/qmN350Z5q7z

In Money & Life this week, Sangram Rana focuses on - When is the right time to wind up your SMSF?For many Australians, r...
22/05/2026

In Money & Life this week, Sangram Rana focuses on - When is the right time to wind up your SMSF?

For many Australians, running a self-managed super fund has been a satisfying way to keep control of retirement savings. With time, the effort and complexity can grow. Read more: https://ow.ly/1QWo50YOPTU

In Money & Life this week Deline Jacovides CFP® writes about What you need to know – Medicare levy, Medicare surcharge, ...
08/05/2026

In Money & Life this week Deline Jacovides CFP® writes about What you need to know – Medicare levy, Medicare surcharge, private health insurance and lifetime health cover.

If you’ve ever wondered about the difference between the Medicare Levy, the Medicare Levy Surcharge, private health insurance, and Lifetime Health Cover loading, you’re not alone. Read the full article here: https://ow.ly/CnTJ50YOPIv

In this week's Money & Life, Jordan Vaka explores - Navigating the financial complexity you’ve just inherited.When someo...
01/05/2026

In this week's Money & Life, Jordan Vaka explores - Navigating the financial complexity you’ve just inherited.

When someone you love dies, you’re left with more than grief. You’re often left with responsibility – financial structures you didn’t set up, accounts you’ve never seen, and paperwork that can leave you wondering just what their intention was. Read more: https://ow.ly/e6CH50YOPZg

In Money & Life this Week, Tony Sandercock asks the 'Burning questions every 30-something should be asking'. Your 20s we...
25/04/2026

In Money & Life this Week, Tony Sandercock asks the 'Burning questions every 30-something should be asking'.

Your 20s were about learning and finding your direction. Your 30s are about getting organised – especially when it comes to money. At this stage, you might have a mortgage, a growing career, or perhaps a young family. If your finances still feel a little unstructured, don’t worry... Read more: https://ow.ly/v7w550YGP1l

In this week's article on Money & Life, Patricia Garcia writes about 'From retirement uncertainty to confidence – a smar...
17/04/2026

In this week's article on Money & Life, Patricia Garcia writes about 'From retirement uncertainty to confidence – a smart strategy case study'. For many Australians, the idea of retirement can feel daunting. Even with years of hard work and a steady income, it’s common to worry about whether there will be enough money to retire comfortably. This was the case for one of our clients who had dedicated her life to caring for others but felt uncertain about her own financial future. Read more: https://moneyandlife.com.au/retirement/from-retirement-uncertainty-to-confidence-a-smart-strategy-case-study/

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