Retirement
Top 5 things to do as you plan for the year ahead
4 January
People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]
Top 5 financial New Year’s resolutions to achieve in the new year
28 December
The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[Read More]
SuperStream
27 December
Explains SuperStream – the way business must pay superannuation guarantee contributions to super funds. SuperStream is the way businesses must pay employee superannuation guarantee contributions to super funds. With SuperStream money and data are...[Read More]
When should you start thinking about Estate Planning?
20 December
With the end of the year fast approaching and the dawn of the New Year on the horizon, it’s crucial to shift our focus towards estate planning. Often underestimated, this financial aspect tends to take a backseat in the lives of many Australians....[Read More]
Preparing for retirement in today’s world
14 December
To prepare for retirement, there’s forced savings in the form of social security, such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance. These days, preparing for...[Read More]
Superannuation access for retirees goes under spotlight
6 December
Australians are being asked to have their say on the superannuation and retirement income system, as the federal government considers ways to reform the compulsory savings regime. Treasurer Jim Chalmers has released a discussion paper and is seeking...[Read More]
Why Financial Security is Paramount for a Satisfying Retirement
30 November
Retirement is often idealised as a carefree chapter in life, where one can indulge in long-postponed hobbies, travel, and quality time with loved ones. However, the idyllic vision of retirement is predicated on a foundation of financial stability....[Read More]
Embracing the new chapter of caring for a loved one
23 November
Caring for an elderly family member is a journey that encompasses both the heart and the home. When the time comes for a loved one to move into an aged care facility, the dynamics of care and communication evolve, presenting new challenges and...[Read More]
Navigating the Emotional and Financial Aspects of Inheriting Wealth
16 November
Inheriting wealth, while often a sign of a loved one’s thoughtfulness, also brings a mix of emotions and responsibilities. It’s a time that calls for both emotional support and practical financial planning. Taking the time to grieve and process...[Read More]
Almost a third of GPs plan to retire in next five years
15 November
Almost a third of GPs plan to retire in the next five years, prompting a call from their professional body to boost doctor numbers in the community. The Royal Australian College of General Practitioners has released its 7th annual Health of the...[Read More]
Beware of SMSF promoter schemes
8 November
The sole purpose of a self-managed super fund (SMSF) is to save up for your retirement savings. There are people promoting early access schemes (PDF, 156KB)This link will download a file which are illegal and could cost you more than your...[Read More]
Beware of SMSF promoter schemes
8 November
The sole purpose of a self-managed super fund (SMSF) is to save up for your retirement savings. There are people promoting early access schemes (PDF, 156KB)This link will download a file which are illegal and could cost you more than your...[Read More]