Profusion Planning

Profusion Planning At Profusion Planning, we're committed to building trusting, long-term relationships with our clients. www.profusionplanning.com.au

After all, as life changes, you need a plan that's flexible enough to change with it.

The financial year wraps up in just one week, and for many people, that means leaving money on the table without even re...
24/06/2026

The financial year wraps up in just one week, and for many people, that means leaving money on the table without even realising it.

Before 30 June, it's worth checking:
βœ… Have you made any personal (after-tax) contributions to your super that you intend to claim as a deduction?
βœ… Are there work-related expenses you've paid for but haven't kept records of?
βœ… Do you have income protection insurance? The premiums may be tax-deductible.

A deduction doesn't just reduce your taxable income β€” it can change your tax bracket and affect what you get back (or owe) when you lodge your return.
If you're not sure what applies to your situation, now is the time to ask. πŸ’¬

πŸ“ž (08) 9316 3050 | profusionplanning.com.au
General advice only. Speak to your adviser about what's right for your individual circumstances.

Good financial advice should leave you feeling clear, confident and supported.We’re grateful to work with clients who tr...
21/06/2026

Good financial advice should leave you feeling clear, confident and supported.

We’re grateful to work with clients who trust us to help navigate important financial decisions with confidence and peace of mind.

Thank you, Nicolas, for your kind words and trust in the Profusion Planning team.

From 1 July 2026, Division 296 officially kicks in, an extra 15% tax on super earnings for balances above $3 million. Th...
15/06/2026

From 1 July 2026, Division 296 officially kicks in, an extra 15% tax on super earnings for balances above $3 million. That's on top of the existing 15% fund tax, bringing it to 30%.

For some people, that's a number to watch from a distance.
For others, it changes everything about how they think about their super.
The question we've been asking every client: is your money sitting in the right structure, or just the familiar one?

This isn't about panic. It's about strategy, and there's a big difference between the two.

If you're not sure which side of $3M you're heading toward (and yes, future projections matter here, not just today's balance), now is exactly the right time to have that conversation.

Link in bio to book a call.

Meet Laura McMorrow, Client Service Manager at Profusion Planning.Originally from Ireland and now proudly calling Perth ...
11/06/2026

Meet Laura McMorrow, Client Service Manager at Profusion Planning.

Originally from Ireland and now proudly calling Perth home, Laura brings more than 12 years of experience in corporate banking to the Profusion team.

Passionate about building strong client relationships, Laura is dedicated to making every step of the financial planning journey as simple, clear, and stress-free as possible. Her focus is on providing exceptional support and helping clients feel confident and informed along the way.

When she’s not working with clients, you’ll find Laura exploring Perth and Western Australia with her family, discovering new places and making the most of the lifestyle our beautiful state has to offer.

Most WA public servants don't realise their super is working against them. Here's what nobody tells you about GESB πŸ‘‡ (sa...
07/06/2026

Most WA public servants don't realise their super is working against them. Here's what nobody tells you about GESB πŸ‘‡ (save this, you'll want it later)

Swipe to see why your GESB super needs a different strategy to everyone else's.

Have a question about your GESB account? Drop it in the comments, we read every single one. πŸ‘‡

With the right advice, Gold State and West State Super members can unlock strategies that boost retirement savings, redu...
04/06/2026

With the right advice, Gold State and West State Super members can unlock strategies that boost retirement savings, reduce tax, and protect their benefits.

The catch? Many of these opportunities are once-only and time-sensitive.

Our team of former GESB insiders is ready to help you make the most of what you've built. πŸ’Ό

πŸ“ž (08) 9316 3050 | gesbfinancialplanner.com.au

Good financial outcomes rarely happen by accident.Whether you're planning for retirement, building wealth, managing supe...
30/05/2026

Good financial outcomes rarely happen by accident.

Whether you're planning for retirement, building wealth, managing super, or preparing for life's next chapter, having a clear strategy can make all the difference.

The small decisions you make today can help create greater confidence, flexibility and opportunity in the future.

If you'd like to better understand where you stand and where you're heading, we're here to help.

Your financial plan should be as unique as your life. Here's what you can expect when you partner with Profusion Plannin...
27/05/2026

Your financial plan should be as unique as your life. Here's what you can expect when you partner with Profusion Planning.

Swipe to find out more.

Multiple super accounts can quietly cost you, through fees, duplicate insurance premiums, and lost visibility of where y...
23/05/2026

Multiple super accounts can quietly cost you, through fees, duplicate insurance premiums, and lost visibility of where your money actually is.

Consolidating into one fund often makes sense, but it's not always a straightforward "just do it." If you have life, TPD, or income protection insurance attached to an older account, closing it without checking first could leave you without cover you've been paying for.

A quick review before you act can save you a lot of headache down the road.
Not sure where your super is or whether consolidating is right for you? That's exactly what we're here for. πŸ’¬

Thinking of winding back your hours before retirement? If you're a Gold State Super member, that decision could cost you...
22/05/2026

Thinking of winding back your hours before retirement? If you're a Gold State Super member, that decision could cost you more than you think. Learn how maintaining your salary in the final years can make a significant difference to your final benefit.

πŸ‘‰ [link in bio]

Address

20 Southport Street
West Leederville, WA
6007

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61893163050

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