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Investor News

Stay informed with our quarterly articles.

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Investor News Autumn 2025Investor News Autumn 2025

Bank First has made the decision to sell our Financial Planning service to CCA Financial Planners, effective 1 May 2025. Up until 30 April 2025, Bank First Financial Planning will continue to look after your financial planning needs.

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Federal BudgetFederal Budget

This year’s Federal Budget provides cost of living relief through tax cuts, lower power bills, reduced co-payment for medicines and other measures.

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Residential aged care changesResidential aged care changes

The Government legislated changes to support ageing Australians at home and in residential aged care services. Most changes will apply from 1 July 2025.

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Top-up your super with help from the GovernmentTop-up your super with help from the Government

If your income is under a certain threshold, then making personal after-tax super contributions could enable you to qualify for a Government co-contribution.

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Make insurance more affordableMake insurance more affordable

It may be more affordable to take out life and total and permanent disability (TPD) insurance in a super fund rather than outside super.

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Protecting yourself from investment scamsProtecting yourself from investment scams

The growing rate of scams we’re seeing aren’t going away, they’re getting more sophisticated. So, the best thing we can do is learn how to protect ourselves from them.

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Get 2024/25 off to a great startGet 2024/25 off to a great start

The beginning of the financial year is a great opportunity to review your financial situation. Here are five areas that you may wish to review early this financial year.

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Changes to tax cuts from 1 July 2024Changes to tax cuts from 1 July 2024

The Government has passed legislation to amend the tax cuts which apply from 1 July this year. We explain these changes along with some things you may wish to think about to help maximise your savings.

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Centrelink have updated pension ratesCentrelink have updated pension rates

On 20 March 2024, Centrelink adjusted the maximum pension rate and increased the corresponding income and asset test limits. We developed a summary of the new rates, thresholds, and your Centrelink obligations.

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We're here to help

To find out more about these articles and understand how they may apply to you, contact your financial planner.

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Ben HolianBen Holian

Hawthorn East

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Anjali SharmaAnjali Sharma

Hawthorn East

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Paul PatmanPaul Patman

Moonee Ponds

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Steve PerrettSteve Perrett

Hawthorn East

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Important information

This information does not take into account your objectives, financial situation or needs. Therefore, you should firstly consider the appropriateness of the general advice contained in each article considering your own objectives, financial situation or needs.

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Investor News

Investor News Autumn 2025Investor News Autumn 2025

Federal BudgetFederal Budget

Residential aged care changesResidential aged care changes

Top-up your super with help from the GovernmentTop-up your super with help from the Government

Make insurance more affordableMake insurance more affordable

Protecting yourself from investment scamsProtecting yourself from investment scams

Get 2024/25 off to a great startGet 2024/25 off to a great start

Changes to tax cuts from 1 July 2024Changes to tax cuts from 1 July 2024

Centrelink have updated pension ratesCentrelink have updated pension rates

We're here to help

Ben HolianBen Holian

Anjali SharmaAnjali Sharma

Paul PatmanPaul Patman

Steve PerrettSteve Perrett