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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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.
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Capital Gains Tax & Loss Harvesting Article - 14 June 2026
Smart tax strategies for wealthy Australian investors. Learn how to legally harvest investment losses, maximize CGT discounts, and navigate ATO wash sale rules.
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Boosting Your Wealth: Maximising Downsizer Contributions with High-Value Property Article - 14 June 2026
Learn how to transfer up to $600k from a luxury home sale into super, completely bypassing standard total super balance restrictions and contribution caps.
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Demystifying the Numbers: How Australia’s Age-Based Super Pension Rates Work Article - 14 June 2026
A clear guide to Australia’s age-based super pension rules. Learn how to calculate your mandatory minimum drawdown and avoid costly tax penalties.
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The Wealth Preservation Checklist: Navigating Pension Deadlines and Transfer Balance Caps Article - 14 June 2026
Critical EOFY checklist for wealthy Australians. Learn how to manage the $2M Transfer Balance Cap, meet minimum pension drawdowns, and avoid tax penalties.
