BIS Cosgrove

12/06/2026

Should you change your financial strategy immediately following the Federal Budget announcement? 💰

Find out why reacting emotionally can be costly, what Budget announcements actually mean for your long term goals, and when it might be worth seeking professional advice. 📊

From negative gearing to CGT and cost of living relief, many Aussies have been left asking the same post-Budget question: “What should I actually do now?”

11/06/2026

Did your last SMSF audit feel tougher? You're not imagining it. 🔎

The ATO has amped up its focus on SMSF compliance, meaning auditors have to dig deeper than ever before.

Know why audits are becoming more rigorous, what trustees should know and how you can make the process smoother for you and your fund. 🗃️

SMSF audits are becoming tougher as the ATO directs its focus on compliance and audit quality. Here’s what trustees need to know about staying compliant.

05/06/2026

Whether you’ve already started downsizing, are just beginning to think about it, or simply curious about your options — this event is for you.

Join us at Smart Steps Ahead – Downsizing Information Session for a relaxed, informative morning designed to help you understand what’s ahead.

📅 June 9 | 🕥 10:30am – 1:00pm | 📍 Currumbin RSL

Even if downsizing feels like a “someday” decision, this session will give you clarity on what’s possible.

👉 Know someone who might benefit? Feel free to share this invitation.
Call Nikki on 0402 100 482 to reserve your spot.

Our session brings together a trusted panel of professionals who specialise in every stage of the downsizing journey. Each contributor offers practical expertise to help you make confident, informed decisions.

Lyn Walker – Agedcare Solved
Aged Care Advice Specialist
Lyn provides clear, compassionate guidance on navigating the aged care system. From understanding care options to managing the transition, she helps families make informed choices with confidence and peace of mind.

Nicole Ainger – Ingwersen & Lansdown
Retirement Living Law Specialist
Nicole offers expert legal advice on retirement living contracts, rights, and obligations. She ensures you understand the fine print so you can move forward with clarity and security.

Renee Gamble – BIS Cosgrove
Financial Planning Specialist
Renee helps you structure your finances for a smooth transition into your next chapter. She provides tailored advice on wealth management, pension considerations, and financial strategies for downsizing.

Leona Lees – Claymore Thistle
Decluttering, Packing & Moving Specialist
Leona supports you through the practical side of downsizing. From decluttering your home to coordinating packing and moving, she makes the process organised, manageable, and stress-free.

Corey Legge – Levende
Retirement Living Specialist
Corey shares insights into modern retirement living options, helping you explore lifestyle choices that align with your needs, preferences, and future plans.

Alicia & Nikki – Platinum Realty
Real Estate Downsizing Specialists
Alicia and Nikki specialise in helping clients sell their homes with confidence. With a deep understanding of the downsizing market, they provide tailored strategies to maximise value and ensure a smooth transition.

Together, our contributors provide a holistic approach to downsizing—covering legal, financial, lifestyle, and practical aspects—so you can take your next step with clarity and confidence.

Alicia and Nikki
BIS Cosgrove
Claymore Thistle

04/06/2026

As EOFY approaches, so does an influx of tax scams. 🚨

With the increase in fake ATO messages, suspicious myGov links and urgent payment demands, tax scams aren't just becoming more common, they're also more convincing than ever before.

Before you click, reply or provide any personal information, make sure you know the warning signs!

Here are 5 common tax scams, plus practical tips to help keep your money, identity and personal information safe:

Tax time and EOFY are prime opportunities for scammers. Here are 5 common tax scams targeting Australians and how to protect yourself from them.

28/05/2026

Last week we had the pleasure of attending another Community Bank Tugun GC South Business Connect evening. 🥂

The highlight of the night was seeing the incredible $50,950 cheque presented to the Veterans’ Support Centre following their recent Trivia for a Cause fundraiser.

We’re so proud to be part of a community that values connection, collaboration and community support, and we look forward to the next one.

Thank you Community Bank Tugun! 🌟

19/05/2026

Last Friday night some of our brainiacs attended Community Bank Tugun's annual Trivia For A Cause - this year supporting the Veterans' Support Centre.

While we didn't walk away with the win this time, the Cosgroovers will be hitting the books to come back even smarter next year!

Thank you for a great evening Community Bank Tugun, we can't wait for the next one!

19/05/2026

The Australian Federal Budget has been announced! But what does it actually mean for you?

Whether you're an employee, small business owner, company director or retiree - every Aussie taxpayer is set to feel the affects of the latest Budget in different ways.

Check out our full Budget breakdown 👇🏼

The Australian Federal Budget 2026/27 is here! And with it poses the big question: What does this actually mean for me?

01/05/2026

Everyone wants affordable financial advice, but nobody wants affordable mistakes.

Cheap advice can cost you years of growth, thousands in missed opportunities, poor structuring and a whole lot of regret.

So next time you ask: “How much does this advice cost?”

Instead, think about: “What is bad advice costing me already?”

Don't let cheap advice become your most expensive lesson 👉 www.biscosgrove.com.au/blog/searching-for-cheap-financial-advice

23/04/2026

Last week Justin swapped the office for the fairway at the Financial Advice Association Australia - FAAA Brisbane Metro Golf Day! ⛳️

A fantastic day meeting other industry professionals, sharing ideas and staying connected with what’s happening in the advice space.

And we hear Justin didn’t play too badly either 👏

Can you spot him in this pic? 👀

Thank you FAAA, looking forward to next year!

23/02/2026

LAST CHANCE TO GET YOUR FREE TICKETS! 🚨

THIS FRIDAY 27th February, we're hosting the Southern Gold Coast Youth & Community Forum, and we’re asking our local community one powerful question:

How can the Southern Gold Coast community better serve its local youth?

This is your chance to be part of the conversation. Whether you’re a young person, parent, educator, business owner, community leader or simply someone who cares, we want you in the room!

Collaborate with like minded people on real ideas that will shape the future of our local youth.

📅 WHEN: THIS Friday, 27th February 2026, 5pm-8pm
📍 WHERE: Palm Beach Aquatic Centre & Community Hall
💰 COST: FREE (RSVPs required)
🎟 INCLUDES: Live music, entertainment, food & drink

Seats are limited and reservations are required, so don’t miss your chance to have your voice heard.

Secure your ticket now by emailing [email protected]