2023-24 saw strong investment returns again – but can it continue?
Key points – 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central banks pivotin…
Super and tax – what’s changing on 1 July 2024
They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come the end of …
How to reduce your mortgage interest rate and fees
With interest rates continuing to rise, reducing your mortgage interest rate can be a great way to save money so you’re not out of pocket and can k…
How debt can help you build long-term wealth
Contrary to what some people may think, debt can help you build your wealth – especially if the debt is used responsibly with a clear plan and obje…
Commonly Asked Questions – retirement planning
Retirement is a major milestone in life, representing the end of years of hard work and dedication. It’s a time to enjoy the freedom to pursu…
7 ways to get ready for tax time
Here’s a quick checklist to help you prepare for the end of financial year and maximise your tax time benefits. Understand your sources of income W…
Helping your parents financially while saving for retirement
Many people are finding themselves in a situation where they need to provide financial support to their aging parents. Balancing the responsibility…
Social media scams: Who’s really following you?
Cyber criminals are targeting people based on personal details and preferences – and reeling them in with professional looking follow ups. Find out…
How women can future proof their wealth
Planning for retirement is a daunting task but it’s too important not to think about – especially for women. Fortunately, there are some small step…
Do you know your Total Superannuation Balance (TSB)? You should!
The total superannuation balance or TSB was a significant change introduced as part of the Government’s superannuation reform package, taking effec…
