Wealth Intelligence

wealth intelligence

A deeper look at the things that matter

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Understanding the rise in mergers and acquisitions

16 April 2024

Is superannuation still your most efficient wealth creator?

19 March 2024

How Relevant is the ASX in View of Large Takeovers?

20 February 2024

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Trusts: Understanding Appointors and Successor Appointors

15 November 2023

New Tax on Superannuation: Update on Proposed Changes

19 October 2023

Death Benefit Nominations – Planning your estate

20 September 2023

Are there sovereign risks to wealth for Victorians?

17 August 2023

The difference between equities and other financial assets

26 July 2023

Regulation of personal Financial Advice: The Beginning of the End to Red Tape?

21 June 2023

tax planning before june is no longer required. picture of a clock with money falling down behind it.

Tax Planning – No longer a rush job in June

17 May 2023

Superannuation changes: For many 15% tax becomes 30%. The devil is in the detail

8 March 2023

Case Study: Wealth management for a single professional woman

1 March 2023

What is Missing from Your Estate Plan?

18 January 2023

High income clients seeking high returns: a successful wealth management case study

23 November 2022

Small business owners: a successful wealth management case study

26 October 2022

ETFs – a trap for young players?

21 September 2022

No One Plans to Die. But You Should Plan for It.

20 July 2022

Company directors must have a new Director Identification Number

14 June 2022

Petrol Prices and the ‘Crack Spread’

18 May 2022

Upcoming Changes to Your Superannuation: Here’s What to Expect

16 February 2022

Superannuation updates FY-22. What’s the latest and how are you affected?

17 November 2021

Boost Your Superannuation Assets – “Downsizer” Superannuation Contributions

20 October 2021

6 member SMSFs – does it make sense for you?

17 August 2021

Phishing scams are on the rise. Here’s how to stay safe online.

15 December 2021

Covid-19 has meant that daily activities like work, socialising, shopping,...

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Any advice contained on this website is of a general nature only and has been prepared without taking into account your personal objectives, financial situation or needs. Because of that, before acting on any advice on this website, you should consider whether the advice is appropriate for you having regard to your objectives, financial situation and needs. If you wish to seek personal financial advice from First Samuel please contact us to arrange a meeting either by phoning 03 8610 9222 or clicking here.