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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.

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

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

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.

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

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.

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.

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.

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.

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

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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.

The information provided on this website does not take into account your objectives, financial situation or needs. Therefore, you should firstly consider the appropriateness of this information and refer to the Terms and Conditions or the relevant Product Disclosure Statement (PDS) before acquiring a product. These documents are available at our branches or by contacting us on 1300 654 822.