AIM Retirement Planning

15/07/2026

Had a great day today volunteering at The Lakes College Secondary Athletics Carnival here in North Lakes.

🌭Spent most of it behind the BBQ cooking sausages — not a bad way to be part of the action! It was a good excuse to get out of the office and connect with the local community.

🥇🥈Best part of the day was watching my youngest out on the track — she came 1st in the 100m and 2nd in the 200m. Super proud moment.

Days like today really make you appreciate the simple things — community, family, and being present.

☎️ 0410 815 973
📧 [email protected]
🌐 www.aimrp.com.au

AIM Retirement Planning Pty Ltd ATF AIM Family Trust (CAR No. 001313453) and Manjinder Aujla (AR No. 001008591) are Authorised Representatives of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL Number 380552.

14/07/2026

Had a great day today at the Redcliffe Retirement Living & Senior Lifestyle Expo.

Really enjoyed chatting with so many people about all things retirement—superannuation, planning ahead, aged care, and everything in between. It’s always a reminder that no two situations are the same, and sometimes a simple conversation can make a big difference in helping people feel more confident about their next steps.

Thanks to everyone who came over for a yarn and shared their stories.

If you’ve got questions or want to chat further, feel free to get in touch.

☎️ 0410 815 973
📧 [email protected]
🌐 www.aimrp.com.au

AIM Retirement Planning Pty Ltd ATF AIM Family Trust (CAR No. 001313453) and Manjinder Aujla (AR No. 001008591) are Authorised Representatives of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL Number 380552.

18/05/2026

This is coming up more often lately. I’ve met with a number of clients just over the last few weeks that provide ongoing care for a loved one but haven’t applied for the Carer Allowance. Certainly worth considering if you’re providing regular care.

04/05/2026

If you’ve built your wealth on today’s tax rules, next week’s budget could change the maths 👀

The ABC is reporting the government is lining up changes to capital gains tax, negative gearing, and trusts in the upcoming budget.

For many Aussie families, these rules aren’t loopholes or tax tricks — they’re simply the framework people have planned around for 20–30 years 🏠📈

What’s different this time is how the changes may land. Some assets could be partly grandfathered. Others not. That means when you sell, restructure, or pass assets on could matter just as much as what you own ⏳

This isn’t about rushing or reacting.
It’s about understanding how changing rules can quietly affect long‑term plans — especially when big decisions are involved.

If you’ve ever thought, “We’ll sort that out later”, this budget might be the moment to pause, ask questions, and make sure your strategy still stacks up 🤔

A short conversation now can bring a lot of clarity — even if nothing needs to change. Reach out to better understand your options before the rules change around you.

☎️ 0410 815 973
📧 [email protected]
🌐 www.aimrp.com.au

AIM Retirement Planning Pty Ltd ATF AIM Family Trust (CAR No. 001313453) and Manjinder Aujla (AR No. 001008591) are Authorised Representatives of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL Number 380552.

The government is still finalising the details of its budget, but several sources say three tax policies that featured in Labor's 2019 election campaign will be revived and rethought.

30/04/2026

If it feels like everything is getting more expensive, that's because it is. With the rate of inflation rising this week, we've tracked how the price of everyday items has increased.

30/04/2026

Over 50 and thinking about retirement? EOFY matters more than ever 👇

The years leading up to retirement are critical. EOFY planning isn’t just about tax — it’s about making sure your super, income, and retirement strategy are working together.

Before 30 June, it’s worth reviewing:
✅ Are you maximising your super contribution opportunities?
✅ Is your super invested appropriately for your retirement timeframe?
✅ Do you understand your retirement income options?
✅ How Centrelink and aged care may impact your future plans

The right decisions now can significantly improve your confidence and choices in retirement.

If retirement is on your radar in the next 5–15 years, an EOFY review can help you understand where you stand — and what steps may be available.

📞 EOFY planning sessions for pre‑retirees now available
📩 Get in touch to start the conversation
☎️ 0410 815 973
📧 [email protected]
🌐 www.aimrp.com.au

AIM Retirement Planning Pty Ltd ATF AIM Family Trust (CAR No. 001313453) and Manjinder Aujla (AR No. 001008591) are Authorised Representatives of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL Number 380552.