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
Superannuation
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
What to consider when withdrawing your super early
As the COVID-19 virus took a sledgehammer to the economy, the federal government rapidly introduced a range of initiatives to help individuals who lost income as a result of the
May 21, 2020
Key end of financial year (EOFY) opportunities and issues
Here are some key opportunities and issues to consider in the lead up to 30 June. Overview With the end of financial year (EOFY) approaching, now is a great time
February 22, 2020
Is paying your mortgage off quicker really the best option?
Not so long ago one of the most effective, low risk wealth creation strategies was to use spare savings to pay down a mortgage, either directly or via the well
January 10, 2020
Retire at 65 but don’t retire your money
Australian retirees are facing a ‘double whammy’ when it comes to funding their retirement. On the one hand we, as a nation, are enjoying longer and healthier lives. On the
October 17, 2019
7 ways to invest in your future
One fact of life is certain, we don’t stay young forever. As we grow older, everyday tasks can become tiresome; we suffer inevitable aches and pains and often have difficulty
October 25, 2018
Early access to super
We all know that our superannuation is there to provide for our financial needs in retirement. That means we can’t usually access our super until we reach preservation age and
September 10, 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
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