The ‘ace in the hole’ of the 2023-24 Federal Budget was the $4.2bn surplus; the first in 15 years driven by a range of factors.

Having a will is not enough — it's essential to review it regularly and update it to reflect any changes in your circumstances or the law.

The general transfer balance cap (TBC) will increase by $200,000 on 1 July 2023 to $1.9 million.

It's our birthday month — thanks to all our clients who choose Collins Hume to help them in business and in life!

We look at the downsizer contribution now that the age has reduced to 55.

The reduced eligibility age to make a downsizer contribution from age 55 is now law.