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Reducing risk in retirement

We all think things will turn out better for ‘us’ than ‘them’. Such optimism can serve us well in life, but when it comes to money, balancing bias with facts is a much safer option. When it comes to your …

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Five rules of money management

No matter your income level or financial goals, everyone can benefit from developing strong money management skills. Here are five rules of money management that can help build a solid foundation for financial wellbeing. Key takeaways: Having a savings plan …

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Five lessons learned in 2023

Interest rate cycles can be different Students of economics are taught that monetary policy works with long and variable lags, up to 12-18 months. We had assumed that in the current cycle, the economy in 2023 would have been more …

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Changes to tax cuts from 1 July

The Government has passed legislation to amend the tax cuts which apply from 1 July this year. The changes are explained below, along with some things you may wish to think about to help maximise your savings. What’s changing? The …

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What to do if you’re 55 and have no retirement plan

Key takeaways Strategies for fast tracking your retirement savings nest egg, such as debt elimination, additional super contributions and targeted investing. How part-time work and delaying receipt of the Age Pension can boost your retirement income. Retirement planning is one …

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The money conversations you need to have

Although it can feel uncomfortable, talking about money is a good thing. Get some help from the experts to start positive conversations and keep things on track. Making money talk work for you When was the last time you talked …

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A guide to SMSF insurance and estate planning

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 for members. Do your members need life insurance? Trustees are required to ask this question as …

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