Tips for choosing investments
All investments come with costs and, whilst these can’t be ignored, there are other key considerations to make when choosing the investment that’s …
Why understanding retirement mindsets can help deliver better outcomes
Retirement is often talked about as though it is a single life stage. Work ends, income changes and people settle into a slower pace of life. But n…
The three milestones that matter in retirement
Australia has no compulsory retirement age. While some occupations may have age based limits for safety reasons, you can generally stop working whe…
Do you know how your super is performing?
Many Australians don’t know how their super fund has performed or what it invests in. Are you one of them? Here’s what to check and why…
Have your retirement goals changed
Retirement isn’t a fixed destination. What you want from retirement today may look very different from what you imagined a few years ago. Lif…
Getting married
Making a commitment to share your life with another person is a significant milestone and there is a lot you can do to manage your money as a coupl…
Estate planning in retirement – What you need to know
Why is estate planning important in retirement? When planning for retirement, many people focus on whether they have enough money to support their …
Divorce and your super
Separating from a partner is one of the most significant changes many people experience. Alongside the emotional impact, there are often practical …
Will I pay capital gains tax on my inheritance?
In Australia, special capital gains tax (CGT) rules apply to the transfer of assets from a deceased estate. The most common types of capital gains …
What would you do if you could retire tomorrow?
Not in ten years’ time. Not when you’ve finished paying off the mortgage. Tomorrow. For many of us, imagining retirement isn’t th…
