Getting married – managing your money as a couple
Making a commitment to share your life with another person is a significant milestone and there is a lot you can do to manage your money as a couple. The earlier you …
Concept Financial Group
Elder financial abuse
Elder financial abuse can happen to anyone at any time. Learn how to recognise the signs and equip yourself with the knowledge to minimise the risk of it happening to you. What …
When you need a will and who can help
Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to get help. …
How to upsize your super with a tax-free downsizer contribution
Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your home? Downsizing your home in …
How to budget as interest rates rise
Having a solid budget is crucial to building financial resilience and as rising rates continue to put pressure on household finances, it could help to look at ways to save more and …
Five facts everyone needs to know about life expectancy
With the life expectancy of Australians increasing over the years, most of us can assume we’re going to live longer than previous generations. But are our expectations on the money, or way …
Your guide to gearing
There are a number of considerations when it comes to gearing, the investment assets you may choose to gear and the way you structure your debt. A gearing strategy can be set …
Understanding your investment options
Investing is full of jargon and technical terms that can make getting started or managing your investments seem intimidating. Here are some of the key terms to help you better understand the …
Some recent questions on Australian inflation Key points The Australian inflation rate peaked in the December quarter but has been slower to decline than some global peers. While interest rate rises are …
How to monitor carried forward concessional contributions
You may be eligible to make concessional contributions that are greater than the annual cap if you haven’t fully used your concessional cap in an earlier year. This could help you to …