This will be my fifth time doing the Push-Up Challenge... and this time round I’ll be joined by my son, Hamish.

Federal Budget Summary May 2026

This month we mark 30 years since I started Wallis‑Smith Financial Planning, and it’s given me a chance to reflect on how far the business – and the profession – has come.

Market and Economic Update: March Quarter 2026

The temptation to do something in response to major events is ever present - the sheer volume of stuff happening has investors on edge. So, here are some things you can do to keep your cool.

Market and Economic Update: December Quarter 2025

Even if you don’t plan to retire until you may be eligible for the Age Pension – there are small steps you can take now to secure your future after work. Given your retirement could make up a large portion of your lifetime – you’ll want to enjoy it.

As the year winds down and the days stretch long and warm, December invites us to take a breath – the perfect moment to pause.

The festive season is a time of joy and celebration but, for some, it can also lead to a financial hangover in the New Year. Overspending on gifts, parties, and decorations can quickly add-up, leaving us with unwanted debt.

Market and Economic Update: September Quarter 2025

We explore the ins and outs of salary sacrificing into your super and help you determine if it's worth considering as part of your financial strategy.

From 20 September 2025, the deeming rates used to calculate income from financial assets for Centrelink and DVA income support payments will increase. This is the first change in five years, and it could affect how much Age Pension, Disability Support Pension, or Veteran Payment you receive.

The Government has legislated changes to support ageing Australians at home and in residential aged care services.

As parents, the instinct to support our children never truly fades, even when they become adults. But when you are looking at giving them a financial helping hand there is a bit to consider.

Market and Economic Update: June Quarter 2025

For some parents, the years between their youngest child finishing high school, or university, and retirement, provide a great opportunity to increase superannuation contributions and better organise themselves, financially, for their post-work life.

Super can seem messy, complicated and tricky to get into, but it’s worth it in the end. Why? Because of the tax benefits —when you contribute and, while your money’s invested, could make it supremely effective at giving you a long, worry-free retirement.

What we know and don’t know about the impact of the tariffs.

Market and Economic Update: March Quarter 2025

Federal Budget Summary March 2025