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.

15/07/2026

"Six strategic investment moves for mid-career women"

As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most of this window can play a crucial role in building long term financial security. Contents hide 1 1. Consider working with an experienced financial adviser 2 2. Take control of your sup...

14/07/2026

"SMSF record-keeping requirements"

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. Contents hide 1 How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. 2 Why keep records? 3 Financial records to keep for 5 ye...

13/07/2026

"Make your money last in retirement"

Here are some ways to help you get the most out of any retirement savings. Contents hide 1 Do a retirement budget 2 Learn about different sources of retirement income 3 Check if you can get government assistance 4 Decide what to do with your super 4.1 Leave it in super 4.2 Start an account-based ......

08/07/2026

"What’s your risk profile?"

Understanding your risk profile is one of the most important steps you can take as an investor. It helps shape how your money is invested and whether you’ll feel comfortable staying the course when markets rise and fall. Contents hide 1 How much risk can you tolerate? 2 Why your investment timefra...

07/07/2026

"Almost 3 million workers will get a 4.75% pay rise in July. But wages can’t catch up with inflation"

Around 2.8 million of Australia’s lowest-paid workers got a 4.75% pay rise from July 1 this year, after the latest Contents hide 1 Who benefits from this decision 2 A 6% rise for the very lowest paid 3 Future wage rises coming for others 4 How does the wage rise compare to inflation? 5 What ... Re...

06/07/2026

"Superannuation: more relevant than ever"

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available. Contents hide 1 A changing tax environment 2 Payday Super – boost your retirement savings 3 Higher contribution caps create mo...

01/07/2026

"Searching for lost super"

How to check for lost member super accounts. Contents hide 1 What is lost super 2 What is unclaimed super 3 How to check for lost or unclaimed super 4 ATO online services and the ATO app 5 Lost super search line 6 Completing a paper form 7 Third-party requests and action available 7.1 Deceased ... R...

01/07/2026

"Insider trading"

Acting on a hot tip might sound like a good idea when investing but if that hot tip is inside information, it might lead to heavy fines or prison time. Contents hide 1 What is insider trading? 2 Who has access to inside information? 3 Penalties for insider trading 4 Sam and Kelly are charged ... Rea...

30/06/2026

"How much do you really need to retire? It’s probably a lot less than $1 million"

Every few months, someone in the superannuation industry declares that Australians now “need” around A$1 million to retire comfortably. It’s a big, scary number. Contents hide 1 What the two key benchmarks say 2 Why the numbers differ 3 People power our journalism. You can too. 3.1 There’s a...

24/06/2026

"The property vs shares debate heats up"

Property booms and market swings shape the case for property and shares Contents hide 1 Which is the better investment – property or shares? 2 The case for property 3 The case for shares 4 What about investment returns? 5 Taking a broader view Hot property markets and volatile share markets add ex...

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2A Dunstone Road
Semaphore, SA
5019

Telephone

+61883113954

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