Proplan

Proplan companions > always with you

A full service financial planning firm that specializes in service offerings for Self Managed Super Fund Trustees, through to managing your superannuation investments and contribution levels.

PROPLAN > Market Volatility – Staying the Course -
08/04/2026

PROPLAN > Market Volatility – Staying the Course -

We’re seeing an uptick in investors moving to very defensive positions — cash and term deposits — which is a completely natural reaction when markets feel uncertain. The news flow around the Middle East, oil prices, and broader economic concerns can make it feel like the right move is to step ...

PROPLAN > Is there a Super Death Tax ? -
23/03/2026

PROPLAN > Is there a Super Death Tax ? -

I wanted to take this a step further and give you a bit more detail around an issue that is becoming increasingly relevant as super balances grow – and one that can quietly cost families a significant amount of money if it’s not structured properly.

PROPLAN > Iran Escalation: Implications for us in Aus -
02/03/2026

PROPLAN > Iran Escalation: Implications for us in Aus -

Over the weekend, the US and Israel carried out strikes on Iranian military and missile sites after nuclear negotiations broke down. Iran responded with attacks across Israel and into parts of the Gulf region. Airspace was closed in several areas and concerns quickly returned around the Strait of Ho...

Aged Care....an ocean of regulation and complexity > ASX reporting Season -
01/03/2026

Aged Care....an ocean of regulation and complexity > ASX reporting Season -

The demand for advice in this space is significant. Families are navigating complex decisions around residential care, RADs and DAPs, means testing, pension impacts, the treatment of the family home, and how best to structure assets. It’s emotional, it’s technical, and it’s often time-sensitiv...

ESTATE PLANS -
31/01/2026

ESTATE PLANS -

In practice, some of the biggest problems after someone dies are not financial. They’re emotional, practical, and relational. In my experience families don’t struggle with bank balances. They struggle making decisions in the face of uncertainty, assumptions, and unspoken expectations.

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