Retirement planning

9 December, 2022

Investment property rent and retirement

Wondering if your investment property rent will be enough to hold you up in retirement? We discuss investment property rent and retirement outcomes in this comprehensive article.

16 November, 2022

Superannuation through generations – 50s, 60s and 70s

This is the second article in a two-part series about superannuation through generations, covering how to tackle superannuation in your 50s, 60s and 70s.

19 October, 2022

Superannuation through generations
– 20s, 30s, 40s

Have you thought long and hard about your superannuation? In the first instalment of this two part series, we discuss everything you need to know about superannuation in your 20s, 30s and 40s.

17 October, 2022

What is elder financial abuse?

Elder financial abuse is the misuse of money or assets of an older person, usually by a family member or friend. It is a complex, and often hidden, form of abuse. Do you know how to recognise this abuse cycle and where to seek help? Learn how to recognise the signs.

27 September, 2022

Closing the retirement gap

Your ‘retirement gap’ is the difference between the income you’ll need to live a happy and fulfilling life in retirement and the money you’ll receive from your retirement income. Ask us about closing your retirement gap.

27 September, 2022

Intergenerational wealth transfer

An intergenerational wealth transfer can be a life-changing opportunity but also bring challenges and complexities to your financial and personal life you may not be prepared for.

13 September, 2022

Do I need a financial adviser?

Do I need a financial adviser? There’s an easy test to find out the answer. How much is left over in your piggy bank after you’ve paid your bills each week? If there’s money to spare, you could benefit from financial advice.

13 September, 2022

How many SMSF members can you have?

Perhaps one of the biggest decisions you’ll have to make about your SMSF is how many members it will have, and in most states and territories you can now have six.

22 August, 2022

Budgeting tips for parents

Even before that bundle of joy enters the world, your responsibilities as a parent begin to mount. We have some budgeting tips for parents who want to make the most of their dollars and set their family up for financial success.

8 August, 2022

SMSF set-up process

Many choose to set up an SMSF to gain better control over their retirement savings. The SMSF set-up process is being changed and refined all the time, and it’s important to stay on top of the various regulations surrounding SMSFs if you have one or are planning to set one up.