Is $1 million enough to retire on?
Everyone who’s approaching retirement wants to know how much money they need to save – how much is enough to leave work confidently and then live comfortably? Lately, we’ve been …
How to review your SMSF investment strategy
Super law sets out some requirements that trustees of regulated super funds need to consider when formulating an investment strategy. These requirements include (but not limited to) the composition of …
How to overcome a financial setback
When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d saved more.” For some people, keeping up with day-to-day living expenses …
Market and Economic overview
Australia Headline inflation rose slightly more than expected in the December quarter. Prices rose 0.7% over the three-month period, the fastest quarterly increase in three years. This took the annual …
Understand estate planning
What is estate planning? If you’ve got people in your life who you love and want to take care of, it’s wise to build an estate plan. This plan, which …
Sustainable investing – making money and doing good
There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are increasingly interested in how a company makes its money, not simply …
Say goodbye to tax troubles
Do you find yourself drowning in random receipts when EOFY comes around? Learn to lodge your tax return the easy way with these last-minute and longer-term tax hacks. Tax paperwork …
Changing money habits for good
Is sticking to a budget the money magic wand that can sort out your finances, once and for all? Discover what budgeting can and can’t do for you and how …
11 steps to financial independence for Australian women
Being financially independent is a mindset that many women are aspiring to, particularly those in relationships. While your job, or your partner’s career is secure today, tomorrow it could be …
9 tips for a successful retirement
Despite the obvious benefits, only 44% of Australians over age 40 feel prepared for retirement. That’s why we’ve pulled together a nine-point retirement planning checklist to help make sure you’re …