Step Up Financial Group

Learn how extra EOFY super contributions can reduce tax and grow wealth, while Budget 2026 leaves super largely untouched.

Discover More -> https://stepupgroup.com.au/eofy-super-contributions-budget-2026-guide/

Federal Budget 2026: What the proposed tax changes could mean for your financial future.

Learn More -> https://stepupgroup.com.au/2026-federal-budget-breakdown/

Transitioning to retirement strategies for ages 55–65. Learn how part-time work, super and pension planning can create flexibility and control.

Discover More - > https://stepupgroup.com.au/transitioning-to-retirement-strategies/

How global markets are responding to Middle East tensions and what it means for Australia’s economy, interest rates and investors.

Learn More - > https://stepupgroup.com.au/global-markets-react-to-middle-east-conflict/

The DIV296 tax has passed the senate. But what does it mean if your balance is under $3M?

Find Out https://stepupgroup.com.au/div296-tax-explained-under-3m-super-balance-guide/

How much is needed for a comfy retirement? For the first time in three years, the ASFA Retirement Standard has increased the financial expectations for a comfortable retirement.

Learn More https://stepupgroup.com.au/how-much-is-needed-for-a-comfortable-retirement/

AFPG can’t fix all your goals, liking writing that book or getting your handicap down to single figures or even being a more attentive parent, son/daughter or friend, what we can do is help you get your finances on track. Make 2026 the year for your finances.

LEARN MORE-> https://stepupgroup.com.au/make-2026-the-year-for-your-finances/

While building wealth is one part of the story… protecting it is just as important. In this article, we share key strategies for business owners to help safeguard the wealth you’ve worked so hard to create.

DISCOVER -> https://stepupgroup.com.au/smes-must-protect-their-wealth/

Most monetary discussions in 2025 have centred on inflation and, in particular, its impact on interest rates and the housing market. This is an essential sector of Australian society, and buying your first home should be a rite of passage; however, it is proving increasingly out of reach for many young Australians. With low supply and high demand, it is only getting tougher.

While this news is concerning, inflation also affects retirees and those in the pre-retirement phase. In this article, we address questions from clients and provide a framework to help individuals and couples navigate the impact of inflation during this phase.

LEARN MORE-> https://stepupgroup.com.au/the-affect-of-inflation-on-retirement/

The days of hitting 67, packing up the tools or the desk and heading off into the sunset are no longer the norm. Recent studies have shown that over 60% of Australians intend to continue working after the official retirement age. This is motivated by two primary reasons: financial and social. We are seeing a growth in the number of our clients who are preparing for a phased retirement rather than coming to a complete stop.

DISCOVER -> https://stepupgroup.com.au/retiring-on-your-own-terms/