How to create a retirement plan
You’ve spent your entire adult life working and now it’s time to kick back and do more of the things that interest you – whether perfecting your golf handicap, travelling the world …
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What is a beneficiary and why you need one for your super
The assets that make up your estate may include property, bank accounts, investments and superannuation. How your estate will be distributed after your death will depend on who you nominate to be …
Setting your grandkids up for the future: A Grandparent’s guide
Providing financial support to your grandchildren can be a meaningful way to invest in their future. From practical steps to financial strategies and legal considerations, there are several ways you can help …
Property or shares: Is the Australian investment dream changing?
Property investments appear to be on the wane with younger investors as house prices rise: the number of those expecting property will be their biggest investment at retirement is half that of …
Enjoying your retirement
Retirement can be a golden opportunity to make changes to your lifestyle and routine and boost your wellbeing in the process. Find out more about the benefits of using your extra leisure …
Your obligations as an SMSF trustee
The following outlines your obligations as a trustee or director of a corporate trustee of a Self Managed Super Fund (SMSF) and what happens when they are not met. Understand your obligations …
Value your business
Working out how much your business is worth can be an important part of getting finance, attracting investors or selling your business. Here are some suggested steps to help you through the …
What happens to your super when you retire?
Superannuation is one of the important pillars of savings in retirement for most Australians. After years of working and contributing to your super fund, retirement is when you are finally able to …
Investing an inheritance from $10,000 to $100,000 whatever your life stage
Receiving an inheritance may be a once in a lifetime financial opportunity that also coincides with a very difficult, emotional time in your life. Whether you inherit $10,000 or $100,000, your age, …
Protecting your money – Cybersecurity and scam awareness
Your super and investment savings represent years of hard work for a secure future. Unfortunately, they can be a prime target for scammers, causing significant financial loss and emotional distress. Financial scams are …