LMR & Co

26/03/2026

It’s never too late too early or late to build your super. Here are some things you could do now to boost your super and retire with more.

23/03/2026

It’s important to consider the opportunities, risks and rules that come with financial gifts to ensure you avoid any unexpected surprises along the way.

https://lmrandco.com.au/ten-things-to-know-before-gifting-wealth/

What if you opted to give a present that could help shape the financial future for yourself or your loved ones? Before you make that transfer or sign over an asset, it’s important to consider the opportunities, risks and rules that come with financial gifts to ensure you avoid any unexpected surpr...

18/03/2026

For anyone interested, I had a quick chat with Nadia Mitsopoulos this morning on ABC Radio Perth about the proposed changes to capital gains tax laws.

16/03/2026

One of life’s greatest challenges is the loss of a loved family member – particularly a long-term spouse or partner. Knowing where to start can be a big help at this difficult time.

https://lmrandco.com.au/losing-a-loved-one/

One of life’s greatest challenges is the loss of a loved family member – particularly a long-term spouse or partner. Knowing where to start can be a big help at this difficult time. When a loved one passes away The loss of a loved one can see you juggling multiple balls at once. There is a lot t...

12/03/2026

Whether you’re planning for retirement, navigating a career change or simply seeking peace of mind, financial advice can be a powerful enabler.

08/03/2026

Money matters have taken the number one spot over traditional new year resolutions like eating better, exercising more and spending extra time with loved ones. Get practical with your finances in 2026.

https://lmrandco.com.au/australians-putting-finances-first-in-2026/

As Aussies settle into 2026, many are turning their attention to their finances. MLCs latest survey reveals that more than half of those surveyed (55%) are making financial stability a top priority in 2026. Money matters have taken the number one spot over traditional new year resolutions like eatin...

01/03/2026

Looking to retire in 2026? Here are the key areas new retirees should focus on to protect their lifestyle.

https://lmrandco.com.au/retiring-in-2026-four-smart-moves-to-protect-your-lifestyle/

Over one quarter of a million Australians will start their retirement in 2026. Many more are looking ahead to the time when they can swap their 9 to 5 roles for the freedom of retirement. Getting the planning right will be critical for helping people to enjoy the retirement that they deserve. One of...

24/02/2026

Super could be the biggest savings balance you’ll ever have – and that makes it something to get excited about. Get organised with this super basics checklist.

17/02/2026

When someone dies the digital traces we leave behind rarely sit in one place. This is why a digital legacy is a vital part of estate planning. Understand what to manage and the steps involved.

https://lmrandco.com.au/your-digital-life-after-you-die-how-to-protect-your-memories-money-and-identity/

Technology has made everyday life easier. We take photos without thinking where they’re stored, pay bills without opening a drawer and carry our financial lives around on a device the size of a hand. But when someone dies, all this convenience can suddenly turn into complexity. The digital traces ...

13/02/2026

Two in five Australians say they are not on track to meet their long-term financial goals, according to research from Colonial First State. Try these practical tips to help you get on track.

10/02/2026

You've spent your entire adult life working and now it’s time to kick back and do more of the things that interest you – retirement is a time for an entirely new lifestyle.

https://lmrandco.com.au/how-to-create-a-retirement-plan/

You’ve spent your entire adult life working and now it’s time to kick back and do more of the things that interest you – whether perfecting your golf handicap, travelling the world or spending time with the grandkids, retirement is a time for an entirely new lifestyle. 1. Set up a spending pla...