The “Helpful Stranger” Phone Scam: Why Identity Protection Matters More Than Ever
A scam reported internationally relies on something most people find difficult to refuse: helping someone who appears respectable and in need. The scenario is simple. An older, well-presented person approaches you in public and asks for help with their phone. They might say they cannot work out how to take a photo, send a message, […]
Know Your Numbers Before They Surprise You
No matter where you are in the financial year — at the beginning, in the middle, or approaching the end — clarity around your numbers changes everything. Waiting until June to understand your position places you on the back foot. Knowing your numbers throughout the year keeps you in control. “Know Your Numbers” is not […]
War and Bullion: What History Shows
When geopolitical power shifts, capital often follows patterns that are older than markets themselves. Gold Reacts as Middle East Tensions Escalate Over the weekend, coordinated strikes by the United States and Israel inside Iran marked a significant escalation in Middle East tensions. The reported death of Supreme Leader Ayatollah Ali Khamenei has shifted the situation […]
Does Gold Listen When Washington Orders Pizza?
What’s the connection between pizza, power and gold? More than you could imagine. History shows that power tends to operate behind closed doors. Major decisions are rarely announced in advance. Markets often move before the public understands why. Whether in finance, geopolitics or institutional behaviour, the signals usually appear quietly first. One of the more […]
Tax Team Strengthened
We’re pleased to welcome Lisa and Rebecca to our strengthened non-SMSF tax and accounting team. Lisa will be your main point of contact, providing clear communication and an enhanced client relationship experience as we continue to strengthen our service offering. Rebecca will focus on delivering the technical work efficiently and accurately, ensuring returns and compliance […]
JP Morgan’s Gold Prediction: Why the World’s Biggest Bank Is Bullish
Gold has already had a strong run. Yet JP Morgan now forecasts it could rise to around US$6,300 per ounce by the end of 2026. That is not a short-term trading call. It reflects what the bank sees as deeper, structural forces building underneath the market. This matters because JP Morgan is not a fringe […]
SMSF + Crypto: Why Auditors Are Getting Stricter
A lot of new SMSFs are looking at crypto. In fact, most recently set-up funds either already hold it or plan to. That’s not the problem. The issue is proof. Auditors no longer just want to see a screenshot showing you “own” Bitcoin or other coins. They now have to be confident those coins actually […]
Who you can nominate in an SMSF Binding Death Benefit Nomination
When you complete a binding death benefit nomination in your SMSF, you can only nominate certain people under superannuation law. You can nominate your spouse. This includes a married spouse or a de facto partner. You can nominate your children. This includes children under 18, adult children and children who are financially independent. A child […]
Gold and Silver Update: When Prices Move Wildly, What Does It Really Mean?
If you’ve been watching gold and silver prices recently, the movement can feel unsettling. Prices have surged, dropped sharply, rebounded, and then dipped again — all in a short period of time. To someone looking in from the outside, it can feel chaotic. But what we’re seeing isn’t random. It’s a sign of stress inside […]
Super Scams Are Rising — Another Reason to Control Your Own Super
Australia’s superannuation system has grown to around $4.5 trillion. That scale is often presented as a strength. But it also creates a very obvious problem: it has become an enormous target for scammers. Recent media coverage has highlighted growing concern from regulators that super funds are struggling to keep up with scams, identity theft and […]