BAM Financial Planning

BAM Financial Planning Our intention for clients is to help you have, do and achieve more of what you love. Our clients are typically couples and families.

We want to make it easier for you to know where you are heading in life and for you to achieve the things that are important, to you. At BAM Financial Planning our intention for clients is to help you have, do and achieve more of what you love. We believe that you should be able to do more of what you love and not worry about some of the little things in life. We make sure that you have a clear pl

an and the tools in place that will help you get there. We have found that clients in their prime naturally have similar financial concerns and are often leading busy lives. Contracting a financial planner, such as BAM FP, can allow you the time to concentrate more on yourself and your family to have, do and achieve more of what you love. Please refer to http://bamfp.com.au/ for our General Advice Warning and General Advice (Tax) Warning. Nathan Baker and BAM Financial Planning, are Authorised Representatives of RI Advice Group Pty Ltd ABN 23 001 774 125, AFSL 238429

The information (including taxation) in this website does not consider your personal circumstances and is of a general nature only - unless otherwise stated. You should not act on the information provided without first obtaining professional advice specific to your circumstances.

02/09/2026

"Shares: What is an IPO"

There are a number of ways to buy shares, including when they first float. Contents hide 1 How investing in shares works 2 Buying shares through an IPO 3 A prospectus checklist 4 Selling shares How investing in shares works A share is part ownership in a company. Companies issue shares to raise mone...

01/09/2026

"How to plan for unexpected illness and injury"

Get the help you need Contents hide 1 Get the help you need 2 Get important paperwork done 3 Financial matters checklist 4 Medical plans 5 Legal aspects 6 What happens if you pass away without a will? If you’re faced with a sudden accident or injury, or you have a chronic illness, getting help ......

31/08/2026

"Income streams"

These are regular payments made from your superannuation fund or purchased using either superannuation money or savings. Contents hide 1 What types of income streams there are 2 Superannuation pensions 3 Annuities 4 What types of assets and income tests there are 4.1 Assets test 4.2 Income test 4.3....

26/08/2026

"How to maximise the impact of your inheritance"

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Contents hide 1 Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely 2 The first steps… 3 What does a financial plan look like? 4 Common mistakes to avoid 5 Don’t forget your superannuati...

25/08/2026

"Record SMSF growth driven by digital access"

Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist Contents hide 1 Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist 1.1 Administration remains the biggest pain point 1.2 More self-directed, but still reliant on...

24/08/2026

"Six ways Gen X can build retirement savings"

Making the most of your peak earning years Contents hide 1 Making the most of your peak earning years 2 1. Review your finances and goals 3 2. Reduce debt where possible 4 3. Focus on your superannuation 5 4. Consider the role of your home 6 5. Look at investing in shares or Exchange ... Read more

19/08/2026

"New consumer protections for Support at Home services"

The Australian Government has announced it is introducing new consumer protections for Support at Home participants. These are in addition to protections already in place to ensure reasonable prices and service quality for participants. The government has also announced it will pause the implementat...

"Perspective, not policy, drives long-term investment success"
18/08/2026

"Perspective, not policy, drives long-term investment success"

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments? Contents hide 1 Chasing trends can undermine your...

17/08/2026

"Tips and tricks for cutting costs"

Discounts, offers and rewards programs Contents hide 1 Discounts, offers and rewards programs 1.1 1. Discounts on dining and entertainment 1.2 2. Cut down on the cost of essentials 1.3 3. Save big on major purchases 2 Other cost of living saving tips 2.1 1. Save up those lump sums 2.2 2. Think befor...

12/08/2026

"What the Payday Super changes mean for your retirement"

Significant reforms to the Australian superannuation system are about to take effect and could help people boost their super balances in the lead-up to retirement. Contents hide 1 The possible benefits 2 Keep monitoring your super options 3 ATO on the lookout They are being billed as the biggest cha...

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2A Dunstone Road
Semaphore, SA
5019

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+61883113954

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