Is a DIY Will kit enough?
More than 45% of Australians don’t have a valid Will. If you die without one, your hard-earned wealth (your estate) will be distributed according to the rules of intestacy
August 9, 2018
Financial Planning
A different way to help the grandkids
Many grandparents want to give their grandchildren a head start in life, and a common way to do so is to help by paying some (or all) of their school
August 2, 2018
Unlocking the mysteries of your super statement
Superannuation statements. Boring, right? But if, like many people, you toss your annual super statement in a drawer or hit delete, you could be depriving yourself of many thousands
July 19, 2018
What is the Pension Loan Scheme?
Currently 1.8 million Australian homeowners receive some level of age pension, with around 700,000 on a part pension. What many of these part-age pensioners may not know is that, along
July 6, 2018
Getting ready for retirement
If retirement is something you are starting to think about, now is the time to put a plan together to ensure that you achieve the satisfying and meaningful retirement that
June 29, 2018
Super in your 60s. It’s still not too late!
For most Australians, their 60s is the decade that marks retirement. For some this means a graceful slide into a fulfilling life of leisure, enjoying the fruits of a lifetime
June 8, 2018
New Superannuation Contribution Opportunities
We wanted to bring your attention to some updated superannuation rules that came into effect on 1 July 2017 that may create new opportunities this financial year for you, your
June 2, 2018
Smart strategies for the End of Financial Year
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year. 1. Add to
May 18, 2018
Budget 2018: What it means for you
Buoyed by a stronger economy, the 2018 Federal Budget promises to deliver income tax relief, more jobs, guaranteed essential services and the government living within its means. So what does
May 10, 2018
Shocked? Disgusted? By the Royal Commission hearings. Fair enough. But DON’T be surprised.
Before I start I need to make it clear there is plenty of evidence that good true independent financial advice that is provided in your best interest can add significant
April 27, 2018
You’ve paid off your mortgage! Now what?
Paid off your mortgage? Woo-hoo! Break out the champagne and celebrate the freedom you must now feel! But once the dizzy excitement has passed, what will you do next? Discharge
April 6, 2018
The super scheme for first home buyers
You’re moving into your new home; corks are popping and there are smiles all around – classic advertising that for many seems unattainable. Although many Australians may want to bash
March 23, 2018