IN THIS ISSUE

Prepare for Life Spring 2025

Your future just got a super boost – are you ready?

With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings.
Let’s unpack what’s changing – and how to make the most of it.

Legacy or liability? Planning a smooth wealth transfer

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.
It’s a number that’s predicted to grow more rapidly over the coming 20 years to $5.4 trillion, the report finds.

Managing this flow of wealth to family groups, often complicated by divorce and remarriage as well as children from previous marriages, can lead to disputes and legal challenges if not carefully handled.

Time to clear out your digital cobwebs

Spring cleaning isn’t just for closets.
We’re used to tackling physical mess. We clear out closets, sort through garages, and sometimes even face that overflowing junk drawer in the kitchen. But here’s another kind of clutter we often ignore – the kind that lives on our devices, in our inboxes, and across the dozens of apps and platforms we use every day.

Our digital lives can become chaotic without us even realising it. Old files pile up, passwords go unchanged, unused apps stake up digital space, and outdated accounts hang around long after we’ve forgotten them.

Cleaning up your digital life isn’t just about tidiness. It’s about taking back control, reducing stress, and protecting your personal information. A little effort can help you make the most of the technology you rely on every day.

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