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Case Studies

Case Studies Retirement Wealth Creation
Case Study: Superannuation vs ETF Investing After CGT Changes
22 Jul 2026 • 5 minutes
From 1 July 2027, the 50% CGT discount is being replaced with cost base indexation...
By Ben Budge
Case Studies Retirement Wealth Creation
Case Study: Should Long-Term Property Investors Sell Before the 2027 CGT Changes?
21 Jul 2026 • 5 minutes
Should you sell before the 2027 CGT changes? It could be the literal million-dollar question....
By Hayden Wilson
Case Studies
Case Study: Financial Support In A Time of Crisis
23 Jun 2020 • 5 min read
Why Hana Initially Sought Our Help Hana* was in her 30’s when she initially sought...
By Nikki Booth

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