Financial Planning

EOFY 2024

EOFY 2024

The lead up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. With June 30 fast approaching, it’s time to start thinking about your super for another year. MLC have put together five smart strategies that may benefit you […]

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Market Movements & Economic Review – June 2024

Market Movements & Economic Review – June 2024

Stay up to date with what’s happened in markets and the Australian economy over the past month. The run of stronger-than-expected domestic inflation figures continued in May. The higher-than-expected inflation figures saw Australian shares tumble after reaching a welcome high mid-month. The ASX200 finished the month on a positive note, […]

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Stepping stones to reach your goals

Stepping stones to reach your goals

The calendar turns over to a fresh, brand new year, full of promise, so how do we keep these promises we make to ourselves and get to the end of the year with our resolutions intact and goals realised? We all start out with good intentions when we set our […]

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Market movements & review video – May 2021

Market movements & review video – May 2021

Stay up to date with what’s happened in Australian and global markets over the past month. Our May update video takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020. Please get in touch […]

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Weighing up the costs & benefits of an SMSF

Weighing up the costs & benefits of an SMSF

For many people, the idea of managing and investing your own retirement savings is very appealing. But there is debate over whether running your own self-managed super fund (SMSF) is cost effective. So, what are the arguments for and against having your own fund? Taking control of your super People […]

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Getting Retirement Plans Back On Track

Getting Retirement Plans Back On Track

After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook. Whatever your circumstances, […]

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Market movements & review video – April 2021

Market movements & review video – April 2021

Stay up to date with what’s happened in Australian and global markets over the past month. Our April update video also takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020. Please get in […]

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Making a super split

Making a super split

Separation and divorce can be a challenging time, often made all the more difficult when you have to divide your assets. So how do you go about decoupling your superannuation? In years gone by, superannuation was not treated as matrimonial property, so divorce settlements typically saw the woman keeping the […]

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Taking a break – a win for you and the economy

Taking a break – a win for you and the economy

2021 is shaping up to be a much more positive year than 2020 in so many ways. For people who put holiday plans on hold or those with itchy feet because they haven’t had much of a break for a while, this year is the year to get out and […]

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Bonds, Inflation and your investments

Bonds, Inflation and your investments

The recent sharp rise in bond rates may not be a big topic of conversation around the Sunday barbecue, but it has set pulses racing on financial markets amid talk of inflation and what that might mean for investors. US 10-year government bond yields touched 1.61 per cent in early […]

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