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
Superannuation
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
Super contributions
If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking to make sure you’re being paid the right amount. If
April 29, 2021
Get ready for June 30 – NOW!
When it comes to getting the most (money) from your annual tax return, there is usually a lot to think about, so we’ve identified a few options that could open
April 21, 2021
Getting your super: Find out when you can access your super
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
January 19, 2021
Estate planning and superannuation
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
January 6, 2021
Unlocking financial secrets for different phases of life
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
September 3, 2020
Preparing for retirement in uncertain times
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
August 7, 2020