Proplan

08/04/2026

PROPLAN > Market Volatility – Staying the Course -

We’re seeing an uptick in investors moving to very defensive positions — cash and term deposits — which is a completely natural reaction when markets feel uncertain. The news flow around the Middle East, oil prices, and broader economic concerns can make it feel like the right move is to step ...

23/03/2026

PROPLAN > Is there a Super Death Tax ? -

I wanted to take this a step further and give you a bit more detail around an issue that is becoming increasingly relevant as super balances grow – and one that can quietly cost families a significant amount of money if it’s not structured properly.

02/03/2026

PROPLAN > Iran Escalation: Implications for us in Aus -

Over the weekend, the US and Israel carried out strikes on Iranian military and missile sites after nuclear negotiations broke down. Iran responded with attacks across Israel and into parts of the Gulf region. Airspace was closed in several areas and concerns quickly returned around the Strait of Ho...

01/03/2026

Aged Care....an ocean of regulation and complexity > ASX reporting Season -

The demand for advice in this space is significant. Families are navigating complex decisions around residential care, RADs and DAPs, means testing, pension impacts, the treatment of the family home, and how best to structure assets. It’s emotional, it’s technical, and it’s often time-sensitiv...

31/01/2026

ESTATE PLANS -

In practice, some of the biggest problems after someone dies are not financial. They’re emotional, practical, and relational. In my experience families don’t struggle with bank balances. They struggle making decisions in the face of uncertainty, assumptions, and unspoken expectations.

22/12/2025

https://mailchi.mp/5eec6f7f5aae/proplan-2025-ending-already

24/11/2025

Why has the ASX fallen by near on 7% over 4 weeks 🤷‍♂️🤷‍♂️🤷‍♂️ - https://mailchi.mp/b13bd2bccfba/why-has-the-asx-fallen-by-near-on-7-over-4-weeks

15/10/2025

Unrealised Capital Gains Tax in Super scrapped..... - https://mailchi.mp/b69e6ccf7fa8/unrealised-capital-gains-tax-in-super-scrapped

30/09/2025

PROPLAN > The continued value of dividends 💲💲💵💵 - https://mailchi.mp/7f61c68fccc8/proplan-the-continued-value-of-dividends

11/09/2025

https://mailchi.mp/433366e83a5d/proplan-how-to-retire-early-and-why-has-your-age-pension-reduced

02/07/2025

https://mailchi.mp/b07109a63a2d/proplan-macquarie-security-changes

youod afternoon all and welcome to new Financial Year……this message applies to you only if you have a Macquarie Cash account or Macquarie Pension/super product