November 21, 2014

Welcome

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With the launch of our own licence comes the launch of our new website! Although it’s still fresh it’s already feeling great to be out of the dark ages. We are going to continue to keep you up to date through our blog as we had previously with valuable insights into market conditions, life stages and financial strategies.

We have more exciting technology news to announce in the coming weeks so stay tuned! We welcome any and all feedback to info@p3fp.com.au or direct to any staff member, find their email addresses in the ‘our team section’.

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With the launch of our own licence comes the launch of our new website!

more insights

November 10, 2025

Unlocking flexibility: Term allocated pensions

If you’re a retiree with a Term Allocated Pension (TAP), you may have heard about recent changes that could give you more control over your retirement income. From December 2024, new rules allow you to fully commute (or exit) your TAP within a five-year window – a rare opportunity to restructure your finances and potentially improve your retirement outcomes.

Maria Anderson

Director | Financial Advisor

October 1, 2025

Is there a death tax in Australia?

If you’re thinking about how your wealth will be passed on to loved ones, you might have heard the term “death tax.” While Australia doesn’t have a formal death or inheritance tax, there is a little-known tax that can apply to superannuation death benefits, especially when they’re paid to adult children or other non-dependent beneficiaries.

Blaine Miller

Director | Financial Advisor

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