Newsletter September 2025

This month’s newsletter is packed with important updates.

The $3m super tax is on hold!

Big news regarding the Division 296 legislation that would have added an additional tax affecting those with superannuation balances over $3 million.

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Our insurance services

Could you cover your bills if the unthinkable happened? Our insurance experts can ensure you have the coverage you need, while not being over- or under-insured.

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Meet our new Financial Advisor Allan Rozario

With extensive experience in providing financial advice and reviewing hundreds of strategies as a remediator, Allan is well placed to advise on super, insurance, investments, retirement and debt management.

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The 7 deadly sins of retirement

You might be excited to put your working years behind you, but a few missteps along the way could take a lot of the joy out of retirement.

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Upcoming events

Join our Golf Day!

We would like to invite you to this year’s BG Private Charity Golf Day, which will be held at the beautiful Green Acres Golf Club on the 10th of November.

Book your spot now