Proplan

Budget 2026 -

Budget 2026 Like most budgets, last night’s Federal Budget contained a mix of headline announcements, political positioning, and longer-term economic implications that will likely affect different generations in very different ways.

PROPLAN > Market Volatility – Staying the Course -

PROPLAN > Market Volatility – Staying the Course We’re seeing an uptick in investors moving to very defensive positions — cash and term deposits — which is a completely natural reaction when markets feel uncertain. The news flow around the Middle East, oil prices, and broader economic concerns can make it feel like the right move is to step ...

PROPLAN > Is there a Super Death Tax ? -

PROPLAN > Is there a Super Death Tax ? I wanted to take this a step further and give you a bit more detail around an issue that is becoming increasingly relevant as super balances grow – and one that can quietly cost families a significant amount of money if it’s not structured properly.

PROPLAN > Iran Escalation: Implications for us in Aus -

PROPLAN > Iran Escalation: Implications for us in Aus Over the weekend, the US and Israel carried out strikes on Iranian military and missile sites after nuclear negotiations broke down. Iran responded with attacks across Israel and into parts of the Gulf region. Airspace was closed in several areas and concerns quickly returned around the Strait of Ho...

Aged Care....an ocean of regulation and complexity > ASX reporting Season -

Aged Care....an ocean of regulation and complexity > ASX reporting Season The demand for advice in this space is significant. Families are navigating complex decisions around residential care, RADs and DAPs, means testing, pension impacts, the treatment of the family home, and how best to structure assets. It’s emotional, it’s technical, and it’s often time-sensitiv...

ESTATE PLANS -

The most important instructions you will ever leave.... In practice, some of the biggest problems after someone dies are not financial. They’re emotional, practical, and relational. In my experience families don’t struggle with bank balances. They struggle making decisions in the face of uncertainty, assumptions, and unspoken expectations.

https://mailchi.mp/5eec6f7f5aae/proplan-2025-ending-already

Why has the ASX fallen by near on 7% over 4 weeks 🤷‍♂️🤷‍♂️🤷‍♂️ - https://mailchi.mp/b13bd2bccfba/why-has-the-asx-fallen-by-near-on-7-over-4-weeks

Unrealised Capital Gains Tax in Super scrapped..... - https://mailchi.mp/b69e6ccf7fa8/unrealised-capital-gains-tax-in-super-scrapped

PROPLAN > The continued value of dividends 💲💲💵💵 - https://mailchi.mp/7f61c68fccc8/proplan-the-continued-value-of-dividends