Wealth & Lifestyle

Failure is not the opposite of success

"Can I still get the Age Pension if my super is healthy?"

Can I still get the Age Pension if my super is healthy? - Wealth & Lifestyle Pty Ltd A healthy super balance doesn’t always rule you out of the Age Pension Many Australians assume a healthy super balance means they’re not eligible for the Age Pension. But that’s not always the case. If you have a decent superannuation balance and other financial assets, you may have ruled out ...

If you receive Support at Home

"Income streams"

Income streams - Wealth & Lifestyle Pty Ltd 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 - Wealth & Lifestyle Pty Ltd 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...

A warm smile is the universal language

"Shares: What is an IPO"

Shares: What is an IPO - Wealth & Lifestyle Pty Ltd 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 ......

If you’re unsure how the CGT changes

"Six ways Gen X can build retirement savings"

Six ways Gen X can build retirement savings - Wealth & Lifestyle Pty Ltd 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....

"Record SMSF growth driven by digital access"

Record SMSF growth driven by digital access - Wealth & Lifestyle Pty Ltd 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...