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Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and anxiety.

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i

With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings.

The super changes coming into effect in the 2025-26 financial year

The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and set yourself up for the new financial year.

At its latest meeting, the Reserve Bank Board announced it was reducing the cash rate to 3.85 per cent, down from 4.10 per cent.

Check your super When you start to plan for retirement, you’ll need to check your super:

Much of the 2025 Federal Budget was already known, after a volley of pre-election spruiking for votes. But Treasurer Jim Chalmers had one surprise up his sleeve - $17 billion in tax cuts.

Step one: what are your financial pain points? When you start making plans, chances are you’ll both come across financial pain points. In other words, the areas that need some attention and possible alterations.