Superannuation
Make the most of EOFY: super strategies to discuss with your financial adviser
15 May
As the end of the financial year (EOFY) approaches, itās a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings.Ā Whether youāre looking to grow your superannuation,...[Read More]
The redundancy checklist
8 May
Facing redundancy can be a challenging and emotional experience. Itās important to take a calm and considered approach to ensure you make the best financial decisions for your future.Ā A qualified financial adviser can assist you in navigating...[Read More]
Self-Managed Superannuation Fund (SMSF) checklist ā summary
8 May
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities.Ā This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
Navigating a career change with financial confidence
1 May
Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges.Ā Whether youāre pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]
Donāt be spooked by sliding super, funds warn members
10 April
Donald Trump is āburning down a house to cook a steakā as local and international equity markets go into freefall in response to the US presidentās trade tariffs. But superannuation funds are urging people to not panic if their balances...[Read More]
Staying steady: managing emotions and maintaining focus during market volatility
20 March
Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors.Ā Ā Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]
Super housing scheme could shave years off home wait
19 March
People saving for their first home could be in their own property years sooner under a proposal to allow Australians to access their superannuation for housing, a study has found. A report from economists Peter Tulip and Matt Taylor found using...[Read More]
Navigating redundancy: why financial advice is essential and 10 tips for getting help
13 March
Losing a job due to redundancy is rarely part of anyoneās career plan. Yet, for many Australians, it is a reality that can bring about uncertainty, stress, and financial concerns.Ā While some may view redundancy as a setback, others may see it as...[Read More]
Women lack confidence when it comes to retirement funds
12 March
Women are less confident than men that they will have a comfortable retirement, with only 34 per cent feeling prepared for life after work. A survey of 2250 Australians revealed that more than three in five women (62 per cent) felt they would be...[Read More]
Smart ways to invest using an SMSF
6 March
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options.Ā To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Super funds to make their investment case in Trumpās US
26 February
Australiansā $4 trillion worth of retirement savings could be used as leverage to gain a foothold into the worldās biggest investment market, as industry leaders aim to make a case for more opportunities. A delegation of Australiaās...[Read More]