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Concept Financial Group
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Concept Financial Group
  • About Us
  • Services
    • Investment Advice and Portfolio Management
    • Cash Flow Management
    • Insurance Advice
    • Superannuation
    • SMSF
    • Retirement Planning
    • Aged Care
    • Centrelink Assistance
  • Latest News
  • Contact Us

Concept Financial Group

Your obligations as an SMSF trustee

by Concept Financial Group

The following outlines your obligations as a trustee or director of a corporate trustee of a Self Managed Super Fund (SMSF) and what happens when they are not met. Understand your obligations …

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Value your business

by Concept Financial Group

Working out how much your business is worth can be an important part of getting finance, attracting investors or selling your business. Here are some suggested steps to help you through the …

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What happens to your super when you retire?

by Concept Financial Group

Superannuation is one of the important pillars of savings in retirement for most Australians. After years of working and contributing to your super fund, retirement is when you are finally able to …

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Investing an inheritance from $10,000 to $100,000 whatever your life stage

by Concept Financial Group

Receiving an inheritance may be a once in a lifetime financial opportunity that also coincides with a very difficult, emotional time in your life. Whether you inherit $10,000 or $100,000, your age, …

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Protecting your money – Cybersecurity and scam awareness

by Concept Financial Group

Your super and investment savings represent years of hard work for a secure future. Unfortunately, they can be a prime target for scammers, causing significant financial loss and emotional distress. Financial scams are …

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Higher deeming incomes, Age Pension asset test limits and payments from 20 September

by Concept Financial Group

Deeming rates changed for the first time in five years in September, which will affect the income the government estimates retirees earn from their investments. At the same time, Age Pension payments …

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Economic update November 2025

by Concept Financial Group

Global Trade tensions re-escalated in October, with the US responding to increased rare earth export controls from China with an additional 100% tariff alongside export controls on critical software. This led to …

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Australian property market approaches $12 trillion as national price momentum builds

by Concept Financial Group

Overview The total value of Australian residential real estate is now $11.8 trillion. National housing values are gaining momentum, rising 2.2% over the September quarter alone. Darwin markets are setting the pace …

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Australian property market approaches $12 trillion as national price momentum builds

by Concept Financial Group

Overview The total value of Australian residential real estate is now $11.8 trillion. National housing values are gaining momentum, rising 2.2% over the September quarter alone. Darwin markets are setting the pace …

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Understanding longevity risk in retirement

by Concept Financial Group

Australians are living longer than ever before due to a combination of factors including improved healthcare, better living conditions and over all better quality of life. With this longevity comes the challenge …

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