Weighing up the Age Pension and the assets test
Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have just received an Age Pension
11th November 2024
Insights
Your home in retirement
When you’re planning for retirement, consider what kind of home you can afford and what suits your level of independence. Think about whether you want
28th October 2024
Transfer from a foreign super fund to an Australian super fund
Overview Money you transfer from a foreign super fund to a complying Australian super fund may: count towards you super contributions caps, and be subject
28th October 2024
Avoiding sales pressure
Salespeople and advertisers use tactics to pressure you to buy a product or sign up to a service. Knowing their techniques can help you avoid
28th October 2024
What insurance do you need when buying a house?
When getting ready to buy property, there are many things to keep track of as settlement approaches. An important consideration is what you will need
28th October 2024
How to get into the retirement comfort zone
A third of Australians retire without a plan. Here’s why you should have one. Working and generating a stable income can be described as a
28th October 2024
Enjoy the now and secure your future
Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The
28th October 2024
Super lump sum
You may be able to take your superannuation as a lump sum payment when you retire. This is usually tax-free from age 60. How a
28th October 2024
How do retirement income options compare?
Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhile causes.
28th October 2024
What company delistings mean for ETFs
Some big companies have left the ASX recently. How do ETFs adapt to index changes? Share markets are ever changing. Companies come, and companies go.
21st October 2024
Are you a goal-driven saver?
Characteristics of goal-driven savers A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change over time, and it may
21st October 2024
Investing in the property market
Are you thinking about buying an investment property? Buying a property that you do not plan to live in can help you increase your wealth
14th October 2024