6 steps to reviewing your super statement

6 steps to reviewing your super statement Here are our top tips on what to review when your statement arrives. Once a year you receive your annual statement. While it might be tempting to just file it away, paying close attention to the contents of your super statement can be an important exercise. Here are […]

2022-23 Budget: A wrap up of proposed new super measures

2022-23 Budget: A wrap up of proposed new super measures Read about the new budget measures that may impact your superannuation and retirement With a change of government earlier this year, the Albanese Government handed down an updated 2022-23 Federal Budget on 25 October 2022. Below we recap on some of the key proposed superannuation […]

Choosing the right aged care for elderly parents can be very difficult

Choosing the right aged care for elderly parents can be a very difficult decision Deciding on the type of aged care is often one of the most difficult decisions to make. We look at the main differences between in-home care, residential care, and retirement living. The reality of old age isn’t something that many of us […]

Grappling with when to retire? Ask yourself these key questions

Grappling with when to retire? Ask yourself these key questions If you want to ‘set the date’ for your retirement. Here are things you should be weighing up. Retirement is a major life change, and ultimately, when and how you choose to retire is a very personal decision. For some, retirement is a long-awaited dream […]

Are you and your partner feeling money pressure? We have 4 tips to help

Are you and your partner feeling money pressure? We have 4 tips to help If you and your partner are feeling the pressure on the money front, here are some tips to help keep financial harmony with your nearest and dearest. It’s no secret that money is one of the most common causes of stress […]

Do your kids need the Bank of Mum and Dad? Here’s 3 ways to protect yourself.

Do your kids need the Bank of Mum and Dad? Here’s 3 ways to protect yourself. Whether you’re contemplating a financial gift or loan, purchasing a property together, or going guarantor on a home loan, there are risks to be aware of. Deciding whether to help your children out financially can be a conundrum for […]

Want to withdraw from your super before you retire? Find out when you can

Want to withdraw from your super before you retire? Find out when you can.  There are conditions of release that allow early access to your super. There are strict rules around when you can access your super, and mostly these ‘conditions of release’ are linked to your age, and when you retire. There are, however, […]

Responsible investing and does this mean sacrificing returns?

Responsible investing and does this mean sacrificing returns? With a growing demand for ethical and responsible investment options in Australia, we chat to Simon O’Connor, CEO of the Responsible Investment Association Australasia Simon, what makes an investment responsible, and how, if at all, does responsible investing differ from ethical investing or ESG investing? Responsible investment, […]

ESG investing: weighing up what matters to you

ESG investing: weighing up what matters With ESG investing continuing to be on the rise in Australia, we look at potential considerations when thinking about your investment portfolio. Recent local and global events have brought back into the spotlight the impact we have on our planet and people. More than 90% of surveyed Australians are […]

What should you do with an inheritance?

What should you do with an inheritance? Many people wonder after receiving an inheritance what they should do with it. We explore some options to consider. What to do with an inheritance is a common dilemma that has no perfect answer. Do you add it to your super, pay down your mortgage, or pass on […]