Financial Planners Melbourne
Lifetime Financial Group is a Financial Planning firm based in Melbourne, managing the financial needs of busy Australian investors.
We are not owned by any financial institution, insurer, bank or other sales driven organisation.
Our Melbourne Financial planners are all accredited and hold formal qualifications in our specialties through major Australian universities.
Our Team +Latest News & Cases
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Carry-Forward Super: Use Your Unused Contribution Caps Article - 07 July 2026
If your super balance is under $500,000, you may be able to use unused concessional caps from the past five years to cut your tax. Here’s how it works.
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What Is a Reasonable Fee for a Financial Advisor? | LifeTime Financial Group Article - 07 July 2026
Financial advice fees typically run around 1%–1.5% p.a. plus GST — but the fee is only half the story. See how advice and investment costs really compare, with a worked $1M example.
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Superannuation Contribution Cap Increase to $32,500 from 1 July 2026 | What It Means for You | Your Lifetime Article - 06 July 2026
From 1 July 2026, the concessional super contribution cap increases to $32,500. Learn what this means, how it compares to super guarantee limits, and how to plan effectively.
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LRBAs and Residential Property in SMSFs: What Investors Need to Know | Your Lifetime Article - 23 June 2026
There is renewed discussion around banning LRBAs for residential property in SMSFs. Here’s a brief summary of what’s being debated and what it could mean for investors.
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Superannuation Caps & Carry-Forward Rules Article - 14 June 2026
Discover how to optimize your wealth before 30 June. Learn how high earners can use the $30,000 cap and 5-year carry-forward rules to reduce income tax.
