A rear-vision roadmap to greater retirement heights
Future investment returns are unknown, but past returns are a guide for retirement. If you’re a member of a superannuation fund, for all intents and
18th November 2024
Insights
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many Australians have a strong fear
18th November 2024
Keeping records of shares and units
Records you need to keep When you sell your shares in companies or units in managed funds, most of the records you need will be
18th November 2024
From clutter to cash
Have you ever looked around your place and wondered how much cash is sitting in those old clothes you never wear, gadgets you never use
18th November 2024
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
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