Financial Library

Libertas Private Wealth is pleased to keep you informed with the latest financial planning articles.

Tax-deductible expenses for sole traders to watch for

Are you a sole trader? Here are some tips on deductible expenses to watch for. If you haven’t spoken to

Providing work vehicles or other perks to staff?

Providing perks to employees If you provide work vehicles or other perks to employees – even if they’re provided occasionally

Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be

Payday Super: the simple change that can boost your retirement savings

From 1 July 2026, super contributions are getting a refresh. Payday Super means your employer will pay your super at

Smart ways to grow your super as you approach retirement

Retirement isn’t a single moment. It’s a long, wonderful chapter – and the choices you make today help determine how

Magnificent Seven: More diverse than they may appear

The Magnificent Seven are more diverse businesses than their shared label suggests The “Magnificent Seven.” It’s an understandable, memorable, and

Tax-deductible expenses for sole traders to watch for

Are you a sole trader? Here are some tips on deductible expenses to watch for. If you haven’t spoken to

Magnificent Seven: More diverse than they may appear

The Magnificent Seven are more diverse businesses than their shared label suggests The “Magnificent Seven.” It’s an understandable, memorable, and

Tax-effective investment ideas

Superannuation When it comes to tax-friendly investments, your super fund can offer great tax advantages for the savvy investor. Like

Save for a house deposit

Buying a house is exciting and life changing. It all starts with saving for the deposit. Find out how much

Look beyond traditional diversification

Investors can employ diversification strategies beyond just asset allocation The concept of diversification, not putting all your eggs in one

Investing for the next generation

For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy

Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be

Payday Super: the simple change that can boost your retirement savings

From 1 July 2026, super contributions are getting a refresh. Payday Super means your employer will pay your super at

Smart ways to grow your super as you approach retirement

Retirement isn’t a single moment. It’s a long, wonderful chapter – and the choices you make today help determine how

Five things to put in place before you retire

Take these steps to set yourself up for a confident transition to retirement For many Australians, the final couple of

How much do you really need to retire? It’s probably a lot less than $1 million

Every few months, someone in the superannuation industry declares that Australians now “need” around A$1 million to retire comfortably. It’s

Your home in retirement

Retirement is an opportunity to assess where you live and how you want to live. Questions to help you decide

Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be

Payday Super: the simple change that can boost your retirement savings

From 1 July 2026, super contributions are getting a refresh. Payday Super means your employer will pay your super at

Smart ways to grow your super as you approach retirement

Retirement isn’t a single moment. It’s a long, wonderful chapter – and the choices you make today help determine how

Five things to put in place before you retire

Take these steps to set yourself up for a confident transition to retirement For many Australians, the final couple of

How much do you really need to retire? It’s probably a lot less than $1 million

Every few months, someone in the superannuation industry declares that Australians now “need” around A$1 million to retire comfortably. It’s

Your home in retirement

Retirement is an opportunity to assess where you live and how you want to live. Questions to help you decide

Protecting what matters most

We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is

The silent partner in your wealth plan

When you think about building wealth, you may picture investments, property and superannuation. But there’s another critical element: insurance. It’s

Insuring against loss of income

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners

Releasing the value in your home

Rising property prices have led many people to look for ways to unlock the increased equity in their homes so

Credit scores and credit reports

Lenders use your credit score (or credit rating) to decide whether to give you credit or lend you money. Knowing

Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be

Payday Super: the simple change that can boost your retirement savings

From 1 July 2026, super contributions are getting a refresh. Payday Super means your employer will pay your super at

Smart ways to grow your super as you approach retirement

Retirement isn’t a single moment. It’s a long, wonderful chapter – and the choices you make today help determine how

Searching for lost super

How to check for lost member super accounts. What is lost super Lost member super accounts are reported to the

Your 30 June superannuation checklist

Five easy ways to get more into your super fund before the end of the financial year With the end

Contractors – when to pay super under Payday Super

With Payday Super approaching fast, now’s the time to look at how you pay super for independent contractors. While Payday

Legacy or liability? Planning a smooth wealth transfer

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

Estate planning gives you a final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care

Yours, mine and ours – estate and succession planning for modern families

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A

Age Pension increase offers relief as deeming rates rise gradually

The Federal Government increased the Age Pension from 20 March 2026, alongside a gradual rise in deeming rates. Advocacy group

New aged care act: what you need to know

Sweeping reforms to aged care are set to begin on 1 November to help improve the quality, transparency and flexibility

Financial Library

Libertas Private Wealth is pleased to keep you informed with the latest financial planning articles.

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