Treasury has backed away from a 30% minimum tax on discretionary family trusts, but the alternative locks trustees into fixed distributions permanently. Noel Whittaker explains why that trade-off deserves careful thought before anyone signs.
A transition to retirement pension lets you draw an income from your super while you are still working, so you can cut back to four days without cutting your household income. Here is how it works, what it costs you, and when it isn't worth the paperwork.
Noel Whittaker's September newsletter looks at five years of price rises and the collapse of a major Sydney developer. His warning: Australia has hundreds of property markets, and a plan that only works if prices keep rising is a fragile plan.
Preservation age is now simply 60 for everyone still working towards it, but reaching 60 doesn't release your super on its own. Here's how conditions of release, transition to retirement and the gap to Age Pension age at 67 actually fit together.
Noel Whittaker's September newsletter reports the new maximum age pension rates taking effect on 20 September 2026, along with a change to deeming rates. Here's why those two numbers matter even if you're still fifteen years away from claiming.
