by Milestone Financial | Feb 26, 2026 | Uncategorized
One of the biggest misconceptions about retirement is that it’s something you only need to think about in the final few years of your working life. In reality, the most effective retirement plans are built well in advance — ideally with a minimum planning horizon of...
by Milestone Financial | Sep 17, 2025 | Uncategorized
About SMSF investment restrictions SMSFs are complex, here we have outlined some of the restrictions to help you before you make any decisions on self-managed super fund (SMSF) investment. You must ensure you understand any restrictions on SMSF investments to avoid...
by Milestone Financial | Sep 17, 2025 | Uncategorized
Understand the latest indexed changes to the pension income and assets tests Receiving the full government Age Pension, or even a partial pension payment, can provide eligible retirees with a significant amount of income over time that can supplement income earned...
by Milestone Financial | Sep 17, 2025 | Uncategorized
In today’s fast-changing economic environment, global and domestic developments are shaping fresh opportunities for investors. On the global stage, US tariff negotiations have slowed, creating a pause in trade uncertainty. Markets often respond positively to periods...
by Milestone Financial | Aug 20, 2025 | Uncategorized
Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings. But recent data suggests the sector is undergoing a quiet transformation. Alongside tax...
