Happy New (Financial) Year!
End of financial year is more than just tax time. It’s a rare opportunity to take stock of your finances, progress and your financial goals. For many Aussies, it’s the natural time to pause and reflect as they see a holistic view of their finances through their tax return, and the receipt of annual statements from investment accounts.
This time of year is not just about tax. It’s a good time to conduct a comprehensive review. Below are our best resources for the end of the 2025-2026 Financial Year.
The ultimate EOFY superannuation checklist for 2026.A practical EOFY checklist to avoid costly SMSF mistakes.
We have only a short time left to the end of the financial year to put our SMSF or other super funds in order and ensure we are making the most of the strategies available to us. This article runs through a checklist of the most important issues that you should address with your advisers before the year-end.
What changes are coming into effect 1 July 2026? And what should investors pay attention to?
As we approach the end of the financial year, it is important for investors to keep their finger on the pulse of changing regulations and legislation that will impact their investments. This article contains a list of the changes that are coming into effect on 1 July 2026, the investors it will impact and any considerations for your portfolio review.
Are you wealthy? These are some of the factors that determine if you’re doing well, and can be reviewed during your EOFY check-up.
Happy New Financial Year- here’s 7 steps to review your portfolio. Review your portfolio and position yourself for the future.
The new financial year is a good time to review your portfolio after a year of volatility and uncertainty in markets. Christine Benz runs through 7 steps to review your portfolio.
EOFY Essentials: How to monitor your portfolio. This episode of Investing Compass episode runs through the steps to monitor your portfolio.
How to use your tax refund to build wealth. You might be wondering where best to direct a potential payout. Between ongoing cost of living pressure, debt repayments and superannuation, there may be multiple things competing for attention. Where should you direct your funds?
Invest Your Way
A message from Mark and Shani
Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. It’s now included in your Spotify Premium subscription, and your Audible subscription. You can also find the book to purchase on Amazon and Booktopia.