Financial Insights for Clarity and Confidence
Here, you’ll find practical articles, fiduciary perspectives, and market insights written by local fiduciary advisors in Bend, Oregon.
Explore Latest Insights
Stay informed with our most recent posts from the Grey Box Wealth team.
New Super Tax in Australia: What Financial Advisers Are Telling Clients About Retirement Planning
Australia’s superannuation system is facing one of its most significant tax changes in years — a move that could affect high-balance super accounts and reshape
Proposed Changes to Capital Gains Tax in Australia: What You Need to Know
Australia’s capital gains tax (CGT) regime — particularly the 50% CGT discount — is once again at the centre of national debate as the federal
There’s a $2.5 Billion Issue with Superannuation and It’s Costing Australian Retirees
Australia’s superannuation system was designed to help working Australians build retirement savings so they can fund a comfortable life once they stop working. But a
Teaching Kids About Superannuation: Why Financial Advisers Say It’s Key to Retirement Planning
When people think about superannuation, they usually think about retirement — not childhood. But from the perspective of a financial adviser, the habits that shape
Should You Start Spending Your Super at 60? A Financial Adviser’s Guide to Retirement Planning
Many Australians reach age 60 with a big question: “I’m retired — should I start spending my super now, or leave it invested?” It’s one
Super Inheritance: How to Keep the Tax Bill Down
When it comes to retirement planning, many Victorians assume their superannuation will be distributed the same way as the rest of their estate. In reality,
Nest Egg Nightmare: Why More Australians Are Delaying or Ditching Retirement in 2026
Many Australians are discovering that retirement planning isn’t going quite the way they hoped. According to recent research from Finder, rising costs of living and
Shield & First Guardian Collapse Update — What It Means for Retirement Planning and Superannuation
The collapse of the Shield Master Fund and First Guardian Master Fund has become one of the most significant superannuation and financial advice scandals in
What to Do If You Receive a Redundancy: Tax, Options, and Retirement Planning Insights
Receiving a redundancy payment can be confronting. For many people, it brings a mix of uncertainty, stress, and important financial decisions often all at once.
Why Smart Retirement Planning Still Matters – Even If Elon Musk Thinks It’s “Irrelevant”
Recently, Elon Musk made headlines by claiming that saving for retirement might soon be irrelevant thanks to future technological breakthroughs like artificial intelligence and robotics
Industry Super Funds vs Tailored Portfolios: What’s the Real Difference?
When it comes to superannuation, many Australians take comfort in knowing their money is invested with a well-known industry fund. These funds are typically low
Retirement Planning Lessons from 2025: What We’re Applying in 2026 for Our Clients in Bendigo and Regional Victoria
As we move into 2026, it’s a good time to reflect on what the past year taught us about retirement planning not in theory, but