We are officially in the race to the end of financial year! In this episode, I chat to regular guest & financial planner Paul Benson to cut through the noise and give you the essential EOFY checklist.
I also check in with Peter Hogg from Aware Super to explain catch-up contributions & why they matter at this time of year.
We discuss:
Impact of the 2026 budget announcement
Why your Super is the 'only game in town'
The concessional cap
The power of catch-up contributions
CGT
Risk sequencing in midlife
The death of the family trust
Insurance audits within super

The top-to-bottom mid-life health audit!
45:22

2026 budget breakdown; 'Fundamental changes to the way we invest'
33:59

Our $26 Billion addiction: How to get a handle on subscription creep
18:48