SG Advisory

28/09/2026

Do you qualify as ‘rich’?

What does it mean to be 'rich'? For something so universally desired, it is surprisingly difficult to define. That ambiguity creates a challenge for investors and raises a bigger question about what financial success really looks like.

11/09/2026

Reinforcing PAYG instalment obligations

We're contacting taxpayers who have varied their PAYG instalments to nil for multiple years, with information about their obligations.

10/09/2026

Evolving Role of Financial Advisers Beyond Money Management | Professional Planner posted on the topic | LinkedIn

The benefits of good advice go far beyond money management, and this is reflected in the evolving role of advisers, according to new research by Russell Investments. Professional Planner, in partnership with Russell Investments, assembled leading advice professionals to discuss the less visible, mor...

07/09/2026

Today, we’re celebrating an incredible milestone — 20 years of dedication, commitment and contribution from a valued member of our team.

Over two decades, Amanda has been an integral part of our organisation, bringing experience, knowledge and a genuine commitment to our people and our work.

Thank you, Amanda, for 20 amazing years. We’re incredibly grateful for everything you’ve contributed and proud to celebrate this milestone with you.

07/09/2026

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

03/09/2026

Fewer retirees depend on Age Pension as balances rise - Super Review | Super Review

Australians have become less reliant on the Age Pension as average superannuation balances have reached record highs, says ASFA | The Voice of Super. https://lnkd.in/g3NY69PM

29/07/2026

Why I object to ‘hitting a number’ for retirement

Many investors dream of “hitting their number” and walking into retirement. But what if reaching that milestone is the moment they should be asking the tough questions? After all, there's a lot more to life than a high portfolio value.

23/07/2026

28/04/2026

How much a new $1,000 tax offset would really be worth – and who’s better off avoiding it

See if you’re among the millions of Australians who’ll probably be better off hanging onto your work receipts for tax time next year.