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...
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Want to earn more and keep your Age Pension?
Many people continue, or even start, working once they’ve reached Age Pension age. This may be for social reasons, personal...
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Mortgage vs super: where should I put my extra money?
It’s a dilemma many of us face – are we better off directing extra money to our mortgage or super?...
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Falling inflation – what does it mean for investors?
Key points Inflation is in retreat thanks to improved supply and cooling demand. A further fall is likely this year....
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Economic and market overview
A rally in the second half of the month helped global share markets generate solid gains in January, extending the...
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Australian household wealth
Australian household wealth Is high Australian household wealth a source of support for consumers? Key points Australia ranked as having...
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As scams evolve, so can you
As scams continue to evolve, it’s important to stay on top of the latest information. Here are some tips for...
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5 tips for managing your SMSF
Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and...
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What are the steps to investing?
Want to invest but don’t know where to start? Here are five basic steps for investing. Define your goals Taking...
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How to give your finances a health check
How healthy are your finances? Isn’t it time you put your own financial wellbeing front and centre? You can take...
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Getting smart about savings
Saving money doesn’t come naturally to everyone. Some people are wired to save – for others it takes a bit...
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How much super should you have at your age?
Your super balance will most likely play a big part in how comfortably you live in retirement. But depending on...
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50/30/20 budgeting strategy
Having a budget can help you stay on top of bills, pay off debt and save for long or short-term...
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2023 saw the return of Goldilocks, but what’s in store for 2024 for investors?
Key points The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia...
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Five constraints on medium term investment returns
Introduction Starting in the early 1980s investment returns were spectacularly strong. Sure there were bumps along the way like the...
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Financial freedom: A comprehensive guide to achieving true financial independence
In a world where financial stability plays a crucial role in our wellbeing and future aspirations, the concept of financial...
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What’s the best age to retire?
There is no magic age at which to retire. But what’s important is to plan for a longer retirement than...
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A real cybercrime story
Australians lost over $3 billion to scams in 2022 alone. With investment scams being the most common, consider these insights...
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Understanding market volatility
Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and...
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Three reasons to err on the side of optimism as an investor
Introduction The “news” as presented to us has always had a negative bend, but one could be forgiven for thinking...
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