Estate Planning is not just for retirement
Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about
August 15, 2023
Superannuation
Unlocking the Potential of Aged Pension and Superannuation Benefits
The Australian Aged Pension scheme provides a wonderful safety net for those with limited assets in retirement, although many remain confused by how their age pension entitlements differ from so
August 9, 2023
Why you may never retire
Millennials in Australia are facing an unprecedented challenge when it comes to planning for retirement. Many will never fully retire, as they will be unable to accumulate the necessary
June 20, 2023
Tax tips and super strategies to help you prepare for the end of financial year
The lead-up to June 30 is a great time to review your financial situation to make sure you take advantage of end of financial year strategies and concessions available to
April 29, 2023
Superannuation for the suddenly single
Found yourself separated and suddenly single later in life? Life often has different plans for us than we may have imagined. Life after divorce (or separation) might bring with
February 23, 2023
New Year Financial Checklist
As we move towards the end of yet another year and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the
December 19, 2022
6 Steps to a Happy New Financial Year
The new financial year provides an opportunity for a fresh start for your finances. Make this the financial year you get on top of yours… for good! We’ve broken it
August 9, 2022
Opportunities await – super changes from 1 July 2022
Changes to super contribution rules from 1 July may create a great opportunity to revisit your savings and super contribution strategies. The changes may create new or enhanced options to
June 1, 2022
Are you sacrificing your retirement for your adult children?
According to Finder.com, 44% of Australian parents feel the urge to subsidise their adult children’s lifestyles. Besides helping with expenses such as university fees, utilities bills, etc., as home ownership
March 16, 2022
Foundations of a wealthy lifestyle
A study conducted by the Australian Stock Exchange reported that nearly 25% of investors over the past two years were aged 18 to 24. These young Australians were found
February 9, 2022
Tax and super
How much tax you pay on your super contributions and withdrawals depends on: your total super amount your age the type of contribution or withdrawal you make If you
September 2, 2021
New financial year rings in some super changes
As the new financial year gets underway, there are some big changes to superannuation that could increase your retirement savings. Some, like the rise in the Superannuation Guarantee (SG), will
June 20, 2021