Staying financially well as the years go by
Our financial priorities tend to change as we move through life The good news from AMP’s 2018 Financial Wellness Index is that only 7% of Australian retirees aged 65 or over…
Review queries retirement system understanding
The Retirement Income Review questioned if consumers understand the end purpose of the retirement system and if more needs to be done to make it clearer.
Superannuation changes
Learn more about the latest super reforms and what they could mean for you. Putting Members’ Interests First legislation Putting Members’ Interests First (PMIF) law was passed in September 2019….
10 ways to boost your financial wellness over the festive period
The lead-in to Christmas and the holiday period, whilst full of joy, can also have a significant impact on financial and holistic wellness. Two in five Australian workers are financially…
Retirement planning in 15 minutes a day
There are few things in today's world as certain as this. Ask anyone how they are and the answer you're likely to get is “I'm good. Busy. How are you?”
Pros and cons of Guarantor Home Loans
As it becomes more and more difficult to break into the housing market, many families are considering the option of a guarantor home loan – generally used when parents provide…
What’s A Better Strategy To Access Equity: Take Out A Line Of Credit Or Just Top Up A Loan?
Lines of credit can be very useful; however, you need to be careful regarding an evergreen set-up in which no repayments are needed and the interest is added on to…
Eggs, baskets and diversified SMSF investment strategies
The ATO wants to ensure that, when an SMSF has a significant majority of its investments in a single asset class, the trustees have considered, as part of the investment strategy, the risks which could arise from that limited diversification.
7 tips to improve your financial wellness
What is financial wellness? How you feel, is your wellness. How you feel about your money is your financial wellness. This can be measured by the financial wellness index, which…
