Making a decision about life insurance is an essential part of your self managed super fund’s investment strategy and can provide a valuable benefit ... Read More
The transfer balance cap – how does it work again?
In the 2016 Federal Budget, the Government introduced the transfer balance cap as part of a broader superannuation reform package. The transfer ... Read More
5 tips for managing your SMSF
Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this ... Read More
Mortgage vs super: where should I put my extra money?
It’s a dilemma many of us face – are we better off directing extra money to our mortgage or super? As with most financial decisions, it’s not a one ... Read More
How much super should you have at your age?
Your super balance will most likely play a big part in how comfortably you live in retirement. But depending on how far off retirement is for you, it ... Read More
What’s the best age to retire?
There is no magic age at which to retire. But what’s important is to plan for a longer retirement than you may expect. This is in part because ... Read More
The importance of rebalancing
Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to achieve personal goals. Your ... Read More
Boosting confidence in retirement
Every retirement is unique. Maybe dining out isn’t your thing, but you couldn’t bear to give up your weekly exercise classes. Figuring out how much ... Read More
Help your retirement funds last the distance
Retirement is a time that many Australians eagerly anticipate, providing plenty of time to pursue hobbies, do more travelling, or simply kick back and ... Read More
How to upsize your super with a tax-free downsizer contribution
Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your ... Read More
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