Financial Planning Articles

Smiling farmer standing in a green crop field with arms crossed, wearing a plaid shirt, with rolling hills and farm machinery visible in the background.

Transition to retirement – Is a TRIS right for you?

Posted on June 3, 2026 by AFPG

Learn how a Transition to Retirement Income Stream works, who it suits, the benefits, risks and whether your super balance makes it worthwhile.

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Two professionals meeting at a desk in a modern office, reviewing documents together as one person signs paperwork while the other provides guidance.

Boost your superannuation before the EOFY deadline

Posted on June 1, 2026 by AFPG

Learn how extra super contributions before 30 June 2026 could reduce tax, grow retirement savings and unlock government incentives.

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Piggy bank with stacked coins and growth chart representing savings and financial growth.

EOFY superannuation contributions guide for 2026

Posted on May 13, 2026 by AFPG

Learn how extra EOFY super contributions can reduce tax and grow wealth, while Budget 2026 leaves super largely untouched.

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Wooden blocks displaying 2026 budget concept for business financial planning and forecasting.

2026 Federal Budget breakdown

Posted on May 13, 2026 by AFPG

Federal Budget 2026: What the proposed tax changes could mean for your financial future.

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Smiling older man using a laptop at a table near a window, wearing glasses and a jumper draped over his shoulders.

Transitioning to retirement strategies for 55-65 year old Australians

Posted on April 17, 2026 by AFPG

Transitioning to retirement strategies for ages 55–65. Learn how part-time work, super and pension planning can create flexibility and control.

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Smiling beautiful girl her handsome boyfriend woman.

A financial plan is a long term win

Posted on April 17, 2026 by AFPG

Financially secure people will always tell you that building wealth is a long-term strategy that requires a properly structured plan.

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Need more information? Get in touch with Step Up Financial, now part of Australian Financial Planning Group


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