Retirewell Financial Planning

Retirewell Financial Planning

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Boutique Financial Planning Firm servicing all areas of Brisbane.

ATO’s LRBA data significantly less than industry figures - Retirewell Financial Planning Pty Ltd 27/08/2026

There were nearly four times as many new residential loans written using limited recourse borrowing arrangements in FY2026 than the ATO’s data indicate, and the ban on LRBAs could have a greater impact on housing supply than the government suggests.

ATO’s LRBA data significantly less than industry figures - Retirewell Financial Planning Pty Ltd There were nearly four times as many new residential loans written using limited recourse borrowing arrangements in FY2026 than the ATO’s data indicate, and the ban on LRBAs could have a greater impact on housing supply than the government suggests.

New deeming thresholds could deliver small part age pension - Retirewell Financial Planning Pty Ltd 24/08/2026

Two significant deeming thresholds increased on 1 July 2026, the one at which the higher deeming rate of 3.25 per cent applies, and the income-free threshold at which income in excess of the threshold begins to reduce the maximum age pension amount.

New deeming thresholds could deliver small part age pension - Retirewell Financial Planning Pty Ltd Two significant deeming thresholds increased on 1 July 2026, the one at which the higher deeming rate of 3.25 per cent applies, and the income-free threshold at which income in excess of the threshold begins to reduce the maximum age pension amount.

Contribution splitting now more valuable - Retirewell Financial Planning Pty Ltd 17/08/2026

The introduction of Division 296 has highlighted the value of contribution splitting and increased the usefulness of account equalisation strategies for both lower and higher-balance members, SMSF Alliance principal David Busoli has stated.



Contribution splitting now more valuable - Retirewell Financial Planning Pty Ltd The introduction of Division 296 has highlighted the value of contribution splitting and increased the usefulness of account equalisation strategies for both lower and higher-balance members, SMSF Alliance principal David Busoli has stated.

Adequate retirement savings misjudged - Retirewell Financial Planning Pty Ltd 27/07/2026

Association of Superannuation Funds of Australia (ASFA) research has shown individuals across the country are overestimating how much super they will need in retirement.

Adequate retirement savings misjudged - Retirewell Financial Planning Pty Ltd Association of Superannuation Funds of Australia (ASFA) research has shown individuals across the country are overestimating how much super they will need in retirement.

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Location

Address


Suite 6A Level 6 79 Adelaide Street
Brisbane City, QLD
4000

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm