Wagtail Wealth

22/10/2026

https://wagtailwealth.com.au/divorce-and-your-super/

Separating from a partner is one of the most significant changes many people experience. Alongside the emotional impact, there are often practical decisions to make about housing, finances and future plans. One area that frequently causes confusion is superannuation. For many Australians, super is o...

18/10/2026

https://wagtailwealth.com.au/estate-planning-in-retirement-what-you-need-to-know/

Why is estate planning important in retirement? When planning for retirement, many people focus on whether they have enough money to support their lifestyle. But another important question is: What happens to your money, assets and loved ones when you’re no longer here? Estate planning helps answe...

08/10/2026

https://wagtailwealth.com.au/getting-married/

01/10/2026

https://wagtailwealth.com.au/what-would-you-do-if-you-could-retire-tomorrow/

Not in ten years’ time. Not when you’ve finished paying off the mortgage. Tomorrow. For many of us, imagining retirement isn’t the hard part. Whether we’d feel ready for it is another question entirely. A 2026 Real Retirement Report found that 54% of Australians say financial independence an...

24/09/2026

https://wagtailwealth.com.au/will-i-pay-capital-gains-tax-on-my-inheritance/

In Australia, special capital gains tax (CGT) rules apply to the transfer of assets from a deceased estate. The most common types of capital gains assets are property, shares and managed funds. You may have just received, or are about to receive, an inheritance. While this article provides a general...

03/09/2026

https://wagtailwealth.com.au/how-much-super-do-i-need-to-retire-at-60/

Your approach to superannuation is likely to change as you near retirement. And while your own personal circumstances may influence how you approach super in your 60s, there are still a number of ways to give it a boost before you retire. Everybody has a different retirement in mind. Some […]

27/08/2026

https://wagtailwealth.com.au/fake-caller-id-how-to-know-whos-really-contacting-you/

Fake caller ID (also called caller ID spoofing) is a common technique that scammers can use to disguise their real phone number. It’s one of the ways they may try to impersonate your bank, super fund or a government agency, such as the Australian Bureau of Statistics (ABS). Australians lost […]

20/08/2026

https://wagtailwealth.com.au/super-fund-fees-explained/

What are super fund fees? Super fund fees are the costs charged to manage your account and the investments your money is held in. They can cover running your account, managing investment options, processing transactions and providing services like insurance or advice. Some fees are deducted directly...

13/08/2026

https://wagtailwealth.com.au/understanding-the-rules-and-obligations-of-an-smsf/

While there are benefits in establishing an SMSF, running your own fund is complex and there are many things you have to consider, including: In fact, many people who choose the DIY super path use a specialist SMSF administrator to undertake the onerous compliance activities. This allows them to enj...

06/08/2026

https://wagtailwealth.com.au/tips-for-staying-safe-online/

Investment Scams Investment opportunities that seem too good to be true, probably are. If you’re approached via unsolicited emails or calls from an investment company or financial adviser, it’s crucial that you complete some checks before you hand over any personal details. Check if the financia...