Planning for the Inevitable
Dying is not something we like to think about but a bit of pre-planning can save a lot of heartache for those we leave behind. Here are three important
April 22, 2025
Superannuation
What Happens to My Superannuation If…?
The introduction of compulsory superannuation in 1992, embedded the concept of retirement saving into our investment psyche.While Australia’s superannuation scheme has its complexities, the idea is simple: regularly contribute a
March 11, 2025
Balancing Risk and Reward in Your Portfolio
If you own an investment property you will be aware that the return from the investment comes from two sources: income in the form of rent paid by the tenant
December 5, 2024
Stop resting on your (high income earner) laurels!
Achieving a high income is a significant accomplishment. You’ve put in the hard yards, climbed the ladder, and now you’re pulling in the big bucks! But don’t be mistaken; a
November 19, 2024
Why do some believe the younger generation in Australia are worse off than baby boomers.
Why do some believe the younger generation in Australia are worse off than baby boomers. Young Australians today face many challenges that make them worse off compared to the Baby
November 4, 2024
Why super and growth assets like shares really are long term investments
With thanks to Dr Shane Oliver Head of Investment Strategy and Chief Economist, AMP Key points While growth assets like shares go through bouts of short-term underperformance versus bonds and
September 4, 2024
Get 2024/25 off to a great start
The beginning of the financial year is a great opportunity to review your financial situation, to make sure you are on track and on top of changes happening across tax
August 5, 2024
Your super: A scammer’s new target
In a recent media release, the Australian Securities and Investments Commission (ASIC) warned about a new scam doing the rounds. Scammers attempt, through cold calls to superannuation savers, to extract
July 30, 2024
Navigating the reality of divorce after 50
Adjusting to life after divorce, particularly later in life, is akin to navigating through some of life’s most challenging events, psychologists say. It’s a journey comparable to coping with loss,
June 25, 2024
5 ways to boost your Super with contributions before EOFY
Looking to give your superannuation a boost before the end of the financial year? Look no further! Follow these five savvy strategies to maximise your contributions and make the most
June 4, 2024
2024-25 Federal Budget Recap
In his 2024 Federal Budget speech, treasurer, Jim Chalmers, announced that ‘The number one priority of this government and this Budget is helping Australians with the cost of living’. But
May 16, 2024
2024-25 Federal Budget Summary for you
The Federal Treasurer, the Hon Dr Jim Chalmers MP, has delivered his third Federal Budget. Note: These changes are proposals only and may or may not be made law. You
May 15, 2024