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All investments come with costs and, whilst these can’t be ignored, there are other key considerations to make when choosing...

Retirement is often talked about as though it is a single life stage. Work ends, income changes and people settle...

Australia has no compulsory retirement age. While some occupations may have age based limits for safety reasons, you can generally...

Many Australians don't know how their super fund has performed or what it invests in. Are you one of them?...

Retirement isn't a fixed destination. What you want from retirement today may look very different from what you imagined a...

Making a commitment to share your life with another person is a significant milestone and there is a lot you...

Why is estate planning important in retirement? When planning for retirement, many people focus on whether they have enough money...

Separating from a partner is one of the most significant changes many people experience. Alongside the emotional impact, there are...

In Australia, special capital gains tax (CGT) rules apply to the transfer of assets from a deceased estate. The most...

Not in ten years' time. Not when you've finished paying off the mortgage. Tomorrow. For many of us, imagining retirement...

Your approach to superannuation is likely to change as you near retirement. And while your own personal circumstances may influence...

Fake caller ID (also called caller ID spoofing) is a common technique that scammers can use to disguise their real...

You may have heard of investment platforms (or master trusts or wrap accounts, which are two types of investment platforms)....

A reshaping of Australia’s financial landscape is underway, driven in large part by the Australian Prudential Regulation Authority’s (APRA) 2024...

Share markets are renowned for taking unexpected downturns and while history shows that markets eventually recover, this rebound in value...

Inflation is a slow force working against your financial goals. It can quietly erode the purchasing power of your money...

Your super may be one of the biggest assets you'll ever own – and for most of your working life,...

You earn more money; you pay more tax. So far, so fair. But what’s not so fair happens when your...

What's actually changing and who it affects Known to some as the ‘$3 million super tax’, new legislation effective from...

Investment Scams Investment opportunities that seem too good to be true, probably are. If you’re approached via unsolicited emails or...