Financial Partners

Income streams

Income streams - FinancialPartners These are regular payments made from your superannuation fund or purchased using either superannuation money or savings. Keep in mind, these are general guidelines only. For more information, you can either: visit a service centre call the Centrelink Older Australians Line and speak to a Financial I...

How to plan for unexpected illness and injury

How to plan for unexpected illness and injury - FinancialPartners Get the help you need If you’re faced with a sudden accident or injury, or you have a chronic illness, getting help can be tough, and that’s ok. Before you begin, you may want to ask for support from family or friends, so you feel ready to work through your to-dos. Get important paperwork done S...

Shares: What is an IPO

Shares: What is an IPO - FinancialPartners There are a number of ways to buy shares, including when they first float. How investing in shares works A share is part ownership in a company. Companies issue shares to raise money. After that, investors can buy and sell those shares to and from each other. When you own shares, you own a small ......

Record SMSF growth driven by digital access

Record SMSF growth driven by digital access - FinancialPartners Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist 48,500 new SMSFs were established in the 12 months to December 2025, the highest annual number on record. Nearly 40% of newly established SMSFs reported using AI based tools to assess whether an SMSF was r...

Six ways Gen X can build retirement savings

Six ways Gen X can build retirement savings - FinancialPartners Making the most of your peak earning years Many Gen X Australians are now in their peak earning years and retirement is not too far away. While many people in this age group are earning more than ever, not everyone is on track to achieve the level of financial security they would like in retirement....

How to maximise the impact of your inheritance

How to maximise the impact of your inheritance - FinancialPartners Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth1. As more Austr...

Tips and tricks for cutting costs

Tips and tricks for cutting costs - FinancialPartners Discounts, offers and rewards programs Cost of living is impacting people across Australia, with everything from interest rates to the weekly grocery shop contributing to the strain. While there isn’t one catch-all solution, there are different ways you can tackle the financial squeeze. Reward and...

New consumer protections for Support at Home services

New consumer protections for Support at Home services - FinancialPartners The Australian Government has announced it is introducing new consumer protections for Support at Home participants. These are in addition to protections already in place to ensure reasonable prices and service quality for participants. The government has also announced it will pause the implementat...

Treating Forecasts with Caution | AMP One criticism of the latest Reserve Bank of Australia decision, its use of forecasts and an assertion that “they’re no better at it than the private sector astrologists at major banks masquerading as so-called ‘market economists’” got me thinking.

Perspective, not policy, drives long-term investment success

Perspective, not policy, drives long-term investment success - FinancialPartners In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments? With ongoing global developments layered on top, ...