Will I pay capital gains tax on my inheritance?
In Australia, special capital gains tax (CGT) rules apply to the transfer of assets from a deceased estate. The most...
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What would you do if you could retire tomorrow?
Not in ten years' time. Not when you've finished paying off the mortgage. Tomorrow. For many of us, imagining retirement...
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How much super do I need to retire at 60?
Your approach to superannuation is likely to change as you near retirement. And while your own personal circumstances may influence...
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Fake caller ID – how to know who’s really contacting you
Fake caller ID (also called caller ID spoofing) is a common technique that scammers can use to disguise their real...
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What is an investment platform?
You may have heard of investment platforms (or master trusts or wrap accounts, which are two types of investment platforms)....
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The explosion of the Australian credit market
A reshaping of Australia’s financial landscape is underway, driven in large part by the Australian Prudential Regulation Authority’s (APRA) 2024...
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Investing for income
Share markets are renowned for taking unexpected downturns and while history shows that markets eventually recover, this rebound in value...
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Inflation vs your savings
Inflation is a slow force working against your financial goals. It can quietly erode the purchasing power of your money...
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How to read and understand your super statement
Your super may be one of the biggest assets you'll ever own – and for most of your working life,...
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Avoiding income tax bracket creep
You earn more money; you pay more tax. So far, so fair. But what’s not so fair happens when your...
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$3 million super tax explained
What's actually changing and who it affects Known to some as the ‘$3 million super tax’, new legislation effective from...
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Tips for staying safe online
Investment Scams Investment opportunities that seem too good to be true, probably are. If you’re approached via unsolicited emails or...
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Understanding the rules and obligations of an SMSF
While there are benefits in establishing an SMSF, running your own fund is complex and there are many things you...
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Super fund fees explained
What are super fund fees? Super fund fees are the costs charged to manage your account and the investments your...
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Navigating redundancy – make it work for you
Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling...
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The value of good financial advice
When it comes to financial advice, everyone is different. Some people want to do it all themselves, only needing help...
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The economy: learn the basics in 5 minutes
Not economically savvy? Not to worry, this short guide will help you learn the basics on the economy and improve...
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Taking control of your finances post divorce
Marriage breakdown can be highly traumatic and brings a whole new set of issues when it happens later in life....
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Average super balance by age in Australia
Your super balance is one of the strongest signals of how your financial future is shaping up. It’s also one...
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Romance scams – signs an online relationship could be a scam
Romance scammers build emotional trust by seeming attentive and expressing intense feelings but money requests follow, often disguised as financial...
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