Retirement
Riding the waves: Understanding market volatility and the importance of advice
16 April
Investment markets have always moved in cycles. Periods of growth and optimism are often followed by downturns, uncertainty, and recovery. While this rise and fall is a natural part of investing, it can still trigger anxiety and concern for many...[Read More]
The super cash switch and what’s to consider.
15 April
Financial markets have see-sawed over the past month since the war in the Middle East began, impacting the balances of superannuation accounts. If this is causing stress, here are four things you can do: * Stay focused on the longer term – market...[Read More]
The power of superannuation, compounding, and staying the course
9 April
Superannuation is one of the most powerful long-term wealth-building tools available to Australians. Yet, despite its importance, it’s often misunderstood—particularly during periods of market volatility when balances fluctuate and confidence...[Read More]
Preparing your home for retirement – Start 10 years early
9 April
Retirement is often imagined as a time of freedom, comfort and enjoying the lifestyle you’ve worked hard to build. But one area that is often overlooked in retirement planning is your home. Where you live—and how well it suits your future...[Read More]
Who speaks for you when you can’t? Why planning ahead in aged care matters
2 April
There may come a time in life when you are no longer able to make decisions for yourself—whether due to illness, injury, or cognitive decline. It’s not an easy topic to think about, but it is one of the most important conversations you can have....[Read More]
Retirement success… but at what cost?
2 April
You made it. After decades of early mornings, long days, financial discipline, and countless sacrifices, you’ve reached retirement. The mortgage is under control, the superannuation balance looks solid, and the calendar is finally your own. For...[Read More]
Staying the course: Navigating share market volatility with confidence
26 March
Market volatility is a natural and expected part of investing. At various points in time, investors will see their portfolios and superannuation balances rise and fall—sometimes sharply. While these movements can feel unsettling, particularly...[Read More]
Financial myths you shouldn’t fall for this April Fools Day!
26 March
April Fools’ Day has a long and rich history of harmless trickery, and it can be very entertaining if you manage to fool your family or friends. However, if you’re gullible, April Fools’ Day may not be as much fun. Falling for false...[Read More]
Super tax changes a ‘down payment’ for greater reform
11 March
Wealthy superannuants will pay more tax on balances over $3 million after the Greens rolled over on demands to beef up the contentious new laws. The government is expected to get the long-promised tax changes passed through parliament by the end of...[Read More]
Should you move your super to cash when markets fall? Think again.
26 February
Every time markets dip, the same question rises to the surface: Should I move my superannuation to cash before things get worse? It’s a natural reaction. Watching balances fluctuate can be uncomfortable. But superannuation was never designed for...[Read More]
Key ways to invest through an SMSF and how to create a solid investment strategy
26 February
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Retirement question a quarter of Aussies can’t answer
25 February
What’s your superannuation fund? That’s the question one in four Australians cannot answer at the top of their heads, as concern grows over workers’ lack of engagement with their retirement plans. Some 26 per cent of Australians cannot name...[Read More]
Money, meaning, and mistakes: The advice I’d give my younger self
19 February
If I could sit down with my younger self and offer a heartfelt conversation, it would revolve around the two pillars of a well-lived life: financial wisdom and life perspective. It wouldn’t be a lecture, but more like quiet guidance—a few...[Read More]
Self-Managed Superannuation Fund (SMSF) checklist – key considerations and requirements
5 February
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities. This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
Time, money and meaning: Rethinking what wealth really is
15 January
Ask ten people what wealth means and you’ll likely get ten different answers. For some, it’s a certain number in the bank, a paid-off home, or the freedom to stop worrying about bills. For others, it’s less tangible — time, health,...[Read More]