Binding and non-binding death benefit nominations have advantages and disadvantages and trustees should consider both before deciding on the most suitable option. For most Australians superannuation is their largest asset…
Twenty-three-year-old, Ashleigh Petrie nominated her mother as the sole beneficiary of her super. However, Ashleigh’s 63-year-old fiancé was successful in claiming her full super balance after she died in a…
The fees you pay on your super could have a material impact on how you retire, which is why it’s important to understand how they work. A quick internet search…
The Federal Government has flagged it expects the gender gap in superannuation balances to persist well into the future. The Federal Government’s just-released 296-page Intergenerational Report 2023 provides a detailed analysis…
As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently happened or are coming up soon. So,…
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…
With only a few weeks left in this financial year, time is running out to maximise your super options. Outside of our home, the amount we have in superannuation savings…
Getting more money into superannuation is a proven way of building wealth to spend in retirement. Ongoing contributions from your employer over the course of your working life, and potentially…
Superannuation is a percentage of your income put aside by your employer over your working life to help fund your retirement. Here are three important things to consider when it…
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares. 