Estate planning: making it easier on family
Get professional legal and financial advice The right professional advice can take the guesswork out of deciding how to distribute your assets, and help you
28th April 2025
Insights
Why you need an emergency fund
What is an emergency fund? An emergency fund is a financial safety net, offering you instant access to money when you need to cover the
28th April 2025
Retirement income and tax
How much tax you pay on retirement income depends on your age and the type of income stream. For most people, an income stream from
28th April 2025
Types of super funds
When you start a job, you can usually choose a super fund or let your employer choose for you. Understanding the basics can help you
28th April 2025
The trouble with having too much cash
Investors with large cash holdings should keep an eye on falling deposit rates. Most of us have heard the saying, cash is king. It relates
28th April 2025
Home is where the super is for many Australians
More Australians are upsizing their super by downsizing their home. Home ownership is still the great Australian dream for many people. But, for a growing
21st April 2025
Planning for retirement
Questions to start your retirement planning Here are a few questions to get your retirement planning underway. Thinking about these might lead you to more
21st April 2025
Identity theft
If your personal information falls into the wrong hands, it can be used to steal your identity. If you think your identity has been stolen,
21st April 2025
Navigating turbulent times in the share market
As investors grapple with uncertainty, keeping a cool head has never been more important. “Time in the market, not timing the market” is a popular
21st April 2025
Independent living in retirement communities
Key points: There are many benefits to moving into independent living You have many different types of retirement villages to choose from Retirement villages provide
14th April 2025
How political events affect the markets
From the economy bending policies of Trump 2.0 to the growing strength of the far right in Europe, the new alliance between Russia and the
14th April 2025
Achieving home-buying harmony
Buying a home is one of the most exciting milestones in life, but when you’re a couple working together to save for that all-important deposit,
14th April 2025