RetireInvest Wide Bay

03/06/2026

2026-27 Federal Budget: The TAX take away

Jim Chalmers’ fifth Budget included significant tax reforms with the package billed as “the most significant tax reform package in more than a quarter of a century”.

While Australian workers and small businesses are likely to be happy, property investors and those with discretionary (family) trusts face new rules and tax rates that will require careful review.

The package was announced against a backdrop of global uncertainty and demographic change, with the Treasurer emphasising the tax reforms represent a key component in the government’s response to intergenerational inequality and challenges to national resilience.

To understand the impact on your retirement planning, speak to one of our Senior Financial Advisers.
https://riwidebay.com.au/get-in-touch

02/06/2026

Get prepared for June 30.

Tax time is just around the corner, so now is the time to get ahead and find out what strategies may be available to you before 30 June.

From salary sacrifice and catch-up super contributions to managing capital gains and deductible expenses, there are several strategies that may be worth exploring before the end of financial year.

Planning ahead and understanding the latest tax and superannuation changes can help you make the most of the opportunities available and avoid any last-minute surprises.

If you’d like to talk to us about ways to boost your super before EOFY or questions about your investment strategies, call today to ensure everything is in place before 30 June.
https://riwidebay.com.au/get-in-touch

01/06/2026

Happy Birthday, Mel!

Today we’re celebrating the amazing Mel, whose kindness, positivity and caring nature make such a valued difference to our team every single day.

Whether supporting clients or sharing a smile around the office, Mel brings warmth, dedication and a wonderful energy to everything she does.

We hope your birthday is filled with laughter, love and plenty of special moments with family and friends.

Have a fantastic day, Mel!

31/05/2026

Please join us in wishing Emily a Happy Birthday who has joined the RetireInvest Wide Bay team in our Bundaberg office!

Emily joined our team last month as our Receptionist and Client Administration Assistant and has already become a wonderful part of our office environment with her friendly nature and willingness to help wherever needed.

We are excited to have Emily as part of the RetireInvest Wide Bay family and look forward to the journey ahead together.

29/05/2026

Celebrating 30 Years of Trusted Advice and Community Connection

A special throwback to 2007 featuring three familiar faces who have helped shape the journey of RetireInvest Wide Bay — Genevieve, Kathy and Nathan.

From building lifelong relationships with clients to guiding generations of families through their financial journeys, their passion and commitment have remained at the heart of everything we do.

As we celebrate 30 years, we also celebrate the people behind the story — the leadership, care and dedication that continues to make a difference across our community.

27/05/2026

For 30 years, the heart of RetireInvest Wide Bay has always been the relationships we’ve built with our wonderful clients and community.

We’re excited to share a special highlights video from our 30th Anniversary celebrations in Hervey Bay and Bundaberg — two memorable events filled with laughter, stories, appreciation, and reflection on the journey so far.

To everyone who joined us to celebrate this milestone, thank you for being part of our story. Your trust and support over the past three decades means the world to us.

Here’s to the memories we’ve created together — and to the future ahead.

27/05/2026

Congratulations to Chloe on celebrating her 2-year anniversary with RetireInvest Wide Bay!

As a valued Client Service Officer in our Hervey Bay office, Chloe plays an important role in supporting both our clients and team with professionalism, care and a friendly approach.

Thank you, Chloe, for everything you do. We are grateful to have you as part of the RetireInvest Wide Bay family and look forward to many more milestones ahead.

Congratulations on 2 years with us!

26/05/2026

Retirement income options when markets are volatile

Markets have lurched from one direction to another; interest rates have lifted faster than expected, with the possibility of more increases in the months ahead, and there’s no end in sight to the global uncertainty.

While the market shocks are interspersed with periods of relative calm, The Reserve Bank of Australia (RBA) warns that the disruption could pose challenges to our financial stability.

Nonetheless, the RBA says Australia is “well placed” to handle the uncertain times.

For those heading into retirement and focused on income security rather than speculation, having a clear view of the different retirement income options can help.

Talk with us about structuring a retirement income approach that fits your priorities and your circumstances.
https://riwidebay.com.au/get-in-touch

22/05/2026

20/05/2026

Aged Care - If you need help at home, the Australian Government provides a range of care services.

The first thing to do is think about what you need. You might want to stay in your own home but need some help with domestic chores. Or you might be ready to start looking at options for longer-term residential care.

Talk to your family or friends about what you want. This will help you get the right care when the time comes.

Once you have an idea of your needs, contact My Aged Care. They will:
- check your eligibility
- assess your care needs
- assess your financial situation

It's important to plan ahead, as this process can take time. There are waiting lists for some services.

To discuss your options, speak to an Aged Care Specialist Officer (ACSO) at a Services Australia service centre. To make a free face-to-face appointment call 1800 227 475.