Amplify Wealth

Amplify Wealth Financial planning is appropriate at all life stages. Whether you are starting out or starting over, Financial planning is appropriate at all your life stages.

Whether you are starting out or starting over, setting up strong financial foundations is essential to be in a position to build wealth over time and to eventually enjoy financial freedom and independence. In the lead up to retirement many opportunities are available to minimise tax and build your nest egg. It’s never too late or too early to seek advice however the sooner you make informed financ

ial decisions, the sooner you will be on the path to achieving your success! Our services include:
- Wealth Creation
- Investment Management
- Retirement Planning
- Superannuation
- Debt Management
- Life Insurance
- Estate Planning
- Divorce and Separation

Division 296, often referred to as the “$3 million super tax”, has created plenty of discussion... and understandably, p...
02/06/2026

Division 296, often referred to as the “$3 million super tax”, has created plenty of discussion... and understandably, plenty of questions too.

While the new rules are aimed at higher super balances, we believe this is something many Australians should still be paying attention to over time, particularly those with strong long-term investment growth or larger SMSF balances.

Importantly, the final legislation differs from the original proposal in a number of key areas, including how earnings are calculated and taxed.

On the Money Mindset blog, we break down:

🔶 What Division 296 is
🔶 Who may be affected now and in future
🔶 What changed from the original proposal
🔶 Why understanding the detail matters before reacting

Visit the Money Mindset blog via our Free Resources menu at amplifywealth.com.au to read more > https://www.amplifywealth.com.au/post/division-296-what-the-new-super-tax-means-and-who-it-affects

If you've recently come into money, here's where to start.It might be the largest sum of money you'll ever receive at on...
27/05/2026

If you've recently come into money, here's where to start.

It might be the largest sum of money you'll ever receive at one time. Whether it's an inheritance, a divorce settlement, a redundancy or the sale of a business, the moment is rarely simple. There are emotions to navigate, taxes to understand, and decisions whose consequences will outlast you.

Half of all inheritances are gone within a few years. Not because the people who receive them are reckless, but because the decisions were made too quickly.

And once those decisions are made, they’re hard to unwind.

Our new guide walks through seven steps to take before anything is done, so you can make decisions with clarity, not urgency.

Download the free ebook on the Amplify Wealth website https://www.amplifywealth.com.au/inheritance-guide

From 1 July 2026, Australia’s superannuation system is set to change in a meaningful way with the introduction of “payda...
21/05/2026

From 1 July 2026, Australia’s superannuation system is set to change in a meaningful way with the introduction of “payday super.” Instead of employers paying super quarterly, super contributions will be paid at the same time as your salary or wages.

On the surface, this sounds like a clear win - and in many ways it is. But for high income earners, particularly those who change jobs during the year, payday super brings some new risks that are worth understanding.

We break down where it gets tricky and what you can do on the Amplify Money Mindset Blog https://www.amplifywealth.com.au/post/payday-super-a-big-change-and-a-hidden-trap-for-high-income-earners

In addition to being an expert Financial Adviser, our Founder, Tanya Carlson, is also the host of our Amplify Wealth pod...
15/05/2026

In addition to being an expert Financial Adviser, our Founder, Tanya Carlson, is also the host of our Amplify Wealth podcast, Money Mind.

Each episode brings Tanya together with special guests to explore money from different angles, from building confidence to navigating life’s transitions, with practical insights you can use. It’s a lifestyle podcast with a bit of money mindfulness thrown in for good measure.

A heartfelt thank you to everyone who has listened, shared, and supported Money Mind so far. Your encouragement helps us keep these conversations going.

You may have also noticed Money Mind has a new look. We hope you love the refreshed podcast cover as much as we do. 🧡

Discover the episodes you’ve missed, check out the new look, and subscribe for free wherever you get your podcasts or via our website > https://www.amplifywealth.com.au/podcast-1

The short answer is: AI can be a powerful tool, but it can’t replace a trusted advice relationship. (phew!)On the Money ...
08/05/2026

The short answer is: AI can be a powerful tool, but it can’t replace a trusted advice relationship. (phew!)

On the Money Mindset blog we break down what AI is really good at, where it falls short and why financial advice is just as much about life as it is the numbers.

Get all the details here https://www.amplifywealth.com.au/post/can-ai-be-your-financial-planner

30/04/2026

Episode 32 of the Money Mind podcast is live. 🎙️

Tanya Carlson sits down with Linh Podetti from Outsourcing Angel for a conversation that goes well beyond business.

From immigrating to Australia at nine, to building a global company, Linh shares what shaped her mindset, the role of discipline and habit building, and why learning to let go through outsourcing can be a turning point for business owners.

They also touch on the reality behind growth. The parts that feel exciting, the parts that feel uncomfortable, and the addictive nature of business itself.

Listen now via our website here https://www.amplifywealth.com.au/podcast-1/episode/206d89e0/linh-podetti-asked-for-a-sip-of-sprite, and subscribe where ever you get your podcasts.

At every life stage, the right advice makes a difference.Whether you’re starting out, starting over, or preparing for re...
23/04/2026

At every life stage, the right advice makes a difference.

Whether you’re starting out, starting over, or preparing for retirement, financial planning isn’t about quick wins. It’s about building strong foundations, making informed decisions, and creating options for your future.

From wealth creation and long-term planning to identifying opportunities to minimise tax and strengthen your position as retirement approaches, our advice is tailored to where you are now and where you want to be.

It’s never too early or too late to seek advice. The sooner you understand your options, the sooner you can move forward with clarity and confidence.

🔶 Swipe to explore our services, or visit amplifywealth.com.au to learn more about our team, our process, and how to get in touch.

A plan on paper won’t change your life.Action will. Progress will. Guidance will.A financial plan is a roadmap, but the ...
17/04/2026

A plan on paper won’t change your life.
Action will. Progress will. Guidance will.

A financial plan is a roadmap, but the real impact comes from walking the path with the right support. That’s where we add value - clarity, accountability and steady movement toward the goals that matter most.

Learn more about our services and process on our website amplifywealth.com.au

Money Mind is back in your playlist. 🎙️After a bit of a pause (we are a busy bunch), Tanya’s back behind the mic and thi...
08/04/2026

Money Mind is back in your playlist. 🎙️

After a bit of a pause (we are a busy bunch), Tanya’s back behind the mic and this one was worth the wait.

In Episode 31, she sits down with Suzie Barnett from Two Good Co, an organisation doing powerful work supporting women to rebuild, regain independence, and create a path forward on their own terms.

They get into:
🔶 how Suzie’s early life shaped her career
🔶 using business as a force for social and environmental change
🔶 earning respect in male-dominated industries
🔶 and the real impact being made at Two Good Co

It’s an honest, thoughtful conversation with someone who brings serious energy to purpose-driven work.

🎧 Listen now via our website or wherever you get your podcasts https://www.amplifywealth.com.au/podcast-1/episode/19e4587e/suzie-barnett-is-always-looking-for-the-opportunity

👉 Learn more about Two Good Co and how you can support their work https://twogood.com.au/

Working with busy professionals and business owners, we often identify common traits, behaviours and experiences in our ...
01/04/2026

Working with busy professionals and business owners, we often identify common traits, behaviours and experiences in our clients.

Burnout is one of those areas that is rarely spoken about, yet has become an all-too-common part of modern life. Long hours, constant pressure, and the feeling of never quite catching up can take a toll, not only on your health and relationships, but also on your finances. When stress levels rise, financial decisions often suffer, sometimes with long-lasting consequences.

Understanding the link between burnout and money can be the first step toward protecting both your wellbeing and your financial future.

Learn more in the carousel and on our Money Mindset blog > https://www.amplifywealth.com.au/post/burnout-and-your-finances-why-stress-can-cost-more-than-you-think

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Caringbah, NSW
2229

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