Impact Wealth

21/10/2026

Have you completed our Retirement Strategy Quiz?

Our 2-minute Retirement Strategy Quiz gives you a simple, honest snapshot of your financial habits, your planning and your readiness for what's ahead.

Head to our website and take the 2‑minute Retirement Strategy Quiz today.

13/10/2026

How much super do you really need to retire? It’s one of the most common questions we hear, but there is no single figure that suits everyone.

The right amount depends on the retirement you want to live, whether that includes travelling, helping family, enjoying more time with the people you love, or simply feeling secure about what lies ahead.

Our latest blog looks at the factors that shape how much you may need, the common mistakes to avoid and why good retirement planning starts with your life, not a generic benchmark.

Read more: impactwealth.com.au/how-much-super-do-i-need-to-retire-in-australia

Impact Wealth. With you all the way.

This information is general in nature and does not consider your personal circumstances.

The honest answer is that there isn't one figure that suits everyone. Retirement is personal. It depends on the lifestyle you want to live, your health, whether you own your home, your spending habits, and how long your retirement may last.

06/10/2026

The tax landscape for retirement planning keeps shifting, here's what's currently on the table.

From 1 July 2027, the proposed changes would replace the 50% CGT discount with an indexation approach, alongside a proposed minimum 30% tax on net gains, potentially affecting assets bought before 1985 for the first time.

There's also a proposed minimum 30% tax on trust distributions, which could change how families and business owners use discretionary trusts.

Nothing here is locked in yet, but it's worth knowing what's proposed so you're not caught off guard. If any of this could affect you, let's talk it through.

With you all the way.

General information only

29/09/2026

Kind words like this are why we do what we do.

Thank you, Irene, for trusting us with your retirement journey.

With you all the way.

23/09/2026

Every flourishing retirement starts with a seed planted early. Whether that's your super, your savings, or simply a plan you can follow, the earlier it goes in the ground, the more room it has to grow.

It's never too early, and it's never too late, to start planting.

With you all the way.

17/09/2026

Most people who are planning their retirement don't look close enough to these 3 blind spots. If you're planning for retirement or already there, this one's worth a watch.

If you're unsure about these key areas in your planning, book a complimentary discovery call with Impact Wealth and find out if your plan has any gaps.

This video is general information only. Not personal financial advice.

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15/09/2026

Still ticking off the travel list? Good.

Retirement planning isn't about giving things up, it's about making sure you can keep doing what you love, for longer.

If travel is part of your future, it should be part of your plan. Let's make sure the two line up.

11/09/2026

A new financial year is a natural line in the sand, the perfect moment to check your retirement plan still fits where you're headed.

A few things worth a look this month:
- Your super contributions
- Whether your investment mix still matches your goals
- Whether your retirement timeline still feels right

Small reviews now can make a big difference later. If you'd like a second set of eyes on your plan, we're here.

This is general information only and doesn't take into account your personal circumstances.

05/09/2026

Happy Father's Day!

However you're celebrating today, we hope it's a good one.

From the team at Impact Wealth.

03/09/2026

Retiring in 2026? Here are four moves worth making before you do.

1. Plan your spending. Your costs don't stay the same in retirement. Understanding how they evolve over time puts you in control of what your lifestyle actually looks like.

2. Claim your entitlements. Many people miss out simply because they didn't know to apply.

3. Manage longevity risk. The greatest financial fear in retirement is running out of money. Getting your exposure to growth assets right from the start matters more than most people realise.

4. Spend with confidence. A well-structured plan is about knowing you can spend freely and still leave something behind for the people you love.

If you're approaching retirement and want to make sure these boxes are ticked, a complimentary discovery call is a good place to start.

General information only. Not personal financial advice.