Super/retirement planning

The warmer weather and spring rains are a welcome break from the colder months. And, while outside activities become more tempting, don’t forget to find a moment or two to review your finances to make sure you’re up-to-date and on-track. Household wealth has increased for the third quarter in a […]

Welcome to our August newsletter and, with winter winding up and tax returns on the way for some, there may be sunnier days ahead. While the price of most goods and services continues to rise, the good news is the rate of increase is continuing to slow and the markets […]

If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with it. Assuming you have decided against a shopping splurge, finding the best place to invest a lump sum is all about the effect on your […]

Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances are considering alternative vehicles to save for retirement. Unsurprisingly, this has sparked a renewed interest in an old favourite – trusts. Trusts have always been […]

Welcome to our June newsletter, as the winter sets in and the end of the financial year approaches, it’s a good chance to spend some time tidying up and reviewing your finances. Concerns that the Reserve Bank may lift interest rates this month, along with the drama over the US […]

As the days get shorter and temperatures begin to fall, Federal Treasurer Jim Chalmers delivers his second Budget – Tuesday 9 May. All eyes were on the Reserve Bank board as it met prior to the Federal Budget to decide whether or not to increase the cash rate. The board […]

In this issue: How do interest rates affect your investments? Think you’ll never fall for a scam? Thank again! How to get super ready for EOFY Welcome to our April newsletter, where the days are getting shorter and there is a bit of a nip in the air. Share markets […]

In this issue: Flexing your retirement plans Star ratings for Ages Care help family choices easier Trust your gut to boost health With Autumn underway, the changing season is a reminder to take stock and prepare for what’s ahead as the financial year heads towards its final quarter and the […]

The concept of retirement is changing, with fewer people working towards a final retirement date and then clocking off for good. Instead, those who have the flexibility to choose are often transitioning out of the workforce over several years, or even returning after a break. Whether you simply want to […]

In this issue: 8 retirement mistakes and how to avoid them Stepped vs level premiums: which is best? Raising resilient kids February marks the end of summer holidays for many of us and getting down to business for 2023. It can be a good time to reflect on plans and […]