2026–27 Federal Budget: What It Means for You

Treasurer Jim Chalmers delivered the 2026–27 Federal Budget on 12 May 2026, describing it as one of the most ambitious Budgets in decades. Framed against the global oil shock following conflict in the Middle East and disruption to the Strait of Hormuz, the Budget focuses on easing cost-of-living pressures while introducing major reforms to taxation, housing, and investment structures.

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Jenni Anderson
Market Update - Month Overview (April 2026)

Global markets rebounded strongly in April 2026, driven by resilient earnings and renewed enthusiasm for AI-related investments, despite ongoing geopolitical tensions and persistent inflation pressures. Australian markets posted modest gains but underperformed global peers due to tighter monetary policy and lower technology exposure, while bond yields and the Australian dollar both moved higher.

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Jenni Anderson
Who Gets Your Super? Why Binding Death Benefit Nominations and Reversionary Pensions Matter

When it comes to estate planning, many people assume their Will covers everything. In reality, superannuation sits outside your estate — and without the right structures in place, your benefits may not end up where you expect. Understanding how Binding Death Benefit Nominations (BDBNs), Wills, and reversionary pensions work together is key to ensuring your wishes are carried out.

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Jenni Anderson
Division 296: What the New Super Tax Means for You

In early March 2026, legislation known as Division 296 — or the “Div 296 tax” — was formally passed into law. It represents one of the most significant changes to Australia’s superannuation tax rules in decades, and for high-balance members, the implications are real and time-sensitive.

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Jenni Anderson