Freeman Financial Group

Freeman Financial Group Understand how to make your money work best for you, accomplish your financial goals & aspirations.

27/05/2026

Big changes are coming to super... are you ready for them?

From 1 July 2026, new Division 296 rules will introduce extra tax for balances above $3 million, with even higher rates for balances over $10 million.

It’s not about reacting later, it’s about preparing now. Review your balance, understand the new thresholds, and consider whether a cost‑base reset makes sense for your SMSF.

Smart planning today can make a meaningful difference tomorrow.

26/04/2026

When the headlines heat up, it’s easy for our investment nerves to do the same.

The conflict in the Middle East has pushed energy prices higher, fuelled inflation concerns, and added volatility to global share markets.

But history tells us something important: reacting emotionally to geopolitical shocks rarely leads to better outcomes.

Sticking to a long‑term plan, staying diversified, and keeping perspective matters more than ever. Stay focused.

Short‑term headlines shouldn’t derail long‑term plans.

Markets are shaking, but your strategy shouldn’t. Geopolitical tensions and rising energy costs are fueling volatility, ...
24/04/2026

Markets are shaking, but your strategy shouldn’t.

Geopolitical tensions and rising energy costs are fueling volatility, but short‑term fear doesn’t define long‑term success.

Understanding what’s driving the noise, oil shocks, shifting sentiment, and economic uncertainty, helps investors stay grounded. History shows markets adapt, portfolios rebalance, and disciplined strategies win over reactionary moves.

To find out more click here:
https://freemanfinancial.com.au/resources/?e-filter-c6157bc-category=newsletters



04/01/2026

2/3 Australians retire earlier than they expected...

Unexpected events, like job changes, illness, or family responsibilities, can disrupt even the best-laid plans.

But whether you’re in your 50s, 60s, or beyond, it’s never too late to take meaningful steps toward a secure and fulfilling retirement.

Retirement planning isn’t a one-time event, life changes, and so should your strategy. Even small steps now can make a big difference in building a confident future.

To find out more, click here: https://eread.com.au/freeman/189516

14/12/2025

The investment everyone forgets, but almost every pro uses...

They might not make headlines, but bonds are the quiet achievers of investing.

At their core, bonds work like an interest-only loan: governments or companies borrow money and pay investors regular interest until the bond matures.

But with scams pretending to sell bonds on the rise, always verify who you’re dealing with.

For most investors, bond ETFs or managed funds offer the easiest way to gain exposure, generate steady income, and diversify your portfolio.

To find out more, click here: https://eread.com.au/freeman/189521

07/12/2025

How much money do you really need to retire?

It’s probably less than you think.

New research shows singles may only need around $279K, and couples about $371K, to retire comfortably, not millions.

It all comes down to your lifestyle, spending habits, and whether you own your home.

The key? A retirement plan that’s realistic, personal, and achievable.

To find out more, click here: https://eread.com.au/freeman/189519

Wondering how you can be giving over the holiday season? Generosity doesn’t just brighten someone else’s day, it can als...
03/12/2025

Wondering how you can be giving over the holiday season?

Generosity doesn’t just brighten someone else’s day, it can also play a meaningful role in your long-term financial wellbeing. With a bit of planning, your giving can create lasting impact for family, community and the causes you care about.

Our December Newsletter explores how:
- Generosity can fit into your financial plan
- Your money can match your priorities
- You can celebrate with heart not habit

To find out more click here: https://freemanfinancial.com.au/resources/?e-filter-c6157bc-category=newsletters

23/11/2025

BIG changes are coming to super.

From 1 July 2026, new tax rules kick in:

- Balances over $3 million will face 30% tax on earnings above that
- Balances over $10 million, will face 40%
- Tax on unrealised gains is gone
- Low-income earners will get a bigger government top-up, up to $810 a year

Make sure to check out how it affects your retirement plan.

To find out more, click here: https://eread.com.au/freeman/189622

16/11/2025

Retirement should be relaxing not stressful.

You’ve worked hard for your retirement, don’t let simple mistakes undo it.

Too many people ignore their super, underestimate inflation, or miss out on benefits that could make a big difference. A smart plan, regular check-ins, and good advice can help you enjoy the retirement you’ve worked so hard for.

To find out more, click here: https://eread.com.au/freeman/189518

10/11/2025

They power your phone, your car, and even national defence... yet most people have never heard of them.

Rare earth elements are the unsung heroes of modern tech, driving everything from EVs to wind turbines. Australia’s new US$8.5 billion deal with the US could reshape global supply chains and reduce dependence on China.

For investors, it’s a space full of potential, but also carries political and volatility risks.

To find out more, read the full newsletter here: https://eread.com.au/freeman/189844

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Gold Coast, QLD
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