Jan 19, 2021 | Financial Literacy, Financial Planning, Retirement, Superannuation
You can get your super when you retire and reach your ‘preservation age’ — between 55 and 60, depending on when you were born. There are special circumstances where you can access your super early. Scam alert! Watch out for cold-call offers to help you get...
Jan 6, 2021 | estate planning, Financial Literacy, Financial Planning, Superannuation, Uncategorised, wills
Many of us spend a great deal of time planning for our retirement but understandably, often do not put the same degree of effort into planning for our deaths. It is not always a pleasant topic to think about, nor is it a commonly understood process. It is however a...
Nov 13, 2020 | Financial Literacy, Financial Planning, Retirement, Superannuation, Taxation Planning
How much tax you pay on retirement income depends on your age and the type of income stream. For most people, an income stream from superannuation will be tax-free from age 60. How super income streams are taxed Types of super income streams Income from super can be...
Sep 3, 2020 | Financial Literacy, Financial Planning, Investing, Loans, Retirement, Superannuation
One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are some tried and tested ‘secrets’ that will help you build and protect your wealth. Teens and young adults Time is on your side so get...
Aug 7, 2020 | Financial Literacy, Financial Planning, Investing, Lending, Retirement, Superannuation
As most long-term investors know, investment markets have their ups and downs. The downs are usually associated with periods of uncertainty, perhaps due to political or economic factors, or even natural disasters. Uncertainty leads to volatility – more extreme...
Jul 10, 2020 | Financial Literacy, Interest rates, Investing, Superannuation
During the last quarter one story has dominated the news – COVID-19. By the end of June at least 10 million people had contracted the disease, and over 500,000 had died. With 8,000 cases and 104 deaths, Australia was amongst the countries that have been most...
