Planning for retirement? Start with these 5 steps
#1: Set clear retirement goals The very first step in retirement planning is to define what you want your retirement to look like. When you hear the word retirement, what …
How to stay on top of your tax even when markets move
It’s important to understand the tax implications of your investments especially when markets move up and down. Our five step end of financial year checklist will help keep you on …
Finance 101: understanding interest rates and why they matter
Learn how interest rates influence loans, savings and investments, and find out why staying informed about interest rates can empower your financial decisions. Whether you’re planning to buy your dream …
Eight quick wins for managing debt
Managing debt can often feel overwhelming but there are several strategies you can implement to make the process more manageable and even accelerate your journey to becoming debt free. Here …
Estate Planning and SMSFs
One of the main reasons an individual would use an SMSF is for estate planning as it can offer greater flexibility to beneficiaries than what is available via a public …
Federal Election 2025
During the Federal Election campaign, the Government made a number of election promises, which may impact your finances. There were also a number of support measures proposed in the recent …
Navigating market volatility
Financial markets have been erratic lately, understandably causing some concern for those of us with super and investments. While dips and major market events are a common feature of investing, …
Protect yourself: Multi-factor authentication
Multi-factor authentication (MFA) is when you use two or more different types of actions to verify your identity and you may already be using MFA. For example, when you receive …
Spouse super contributions – what are the benefits?
If your partner is earning a low income, working part-time, or currently unemployed, boosting their super could be a smart financial move for both of you. When your partner isn’t …
The absurdity and calamity of US tariff policies
US tariffs are poorly designed, badly implemented and are already damaging both the US and global economies. The economic damage will only get worse as uncertainty further undermines business and …
Economic update May 2025
Global Global markets whipsawed following the “Liberation Day” tariff announcements on April 2, and subsequent developments throughout the month. Volatility was rife and trading volumes were robust. The Volatility Index …
Am I too old to get a home loan?
One of a property lender’s most important jobs is to make sure a borrower can manage the typical home loan term of 30 years. This becomes even more critical from …
Three ways to plan for your 30s
Turning 30 is often accompanied by a degree of increased financial responsibility. It’s an important milestone that generally means you have a little more financial experience under your belt. If …
The questions you should ask your private credit fund
Private credit is increasingly popular with investors but do you really understand what you’re buying? A boom in private credit demand as investors chase higher yields and portfolio diversification is …
Ten tips to outwit online scammers
Scammers are constantly looking for new ways to part you from your hard earned cash. That’s why it’s so important to stay a few steps ahead when it comes to …
How to find your lost super
Imagine finding thousands in super that you’ve lost track of. Here’s how you can check if you have any lost or unclaimed super. There are over seven million lost and …
Can I go back to work if I’ve already accessed my super?
Generally, you can, but there may be other things to consider. When you access your super at retirement, depending on your age and personal circumstances, your super fund may ask …
A healthy outlook: Why healthcare is worth investor consideration in 2025
Healthcare fell out of favour with investors following the pandemic, but a brighter earnings outlook and strong, long-term tailwinds have renewed interest. BlackRock explain why adding exposure to healthcare may …