Latest Articles

What you should know about creating your will and estate plan

What you should know about creating your will and estate plan

If you want to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t...
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Reducing financial stress

Reducing financial stress

The Australian Institute of Health and Welfare recently released a report covering the impacts of COVID-19 on Australians during the first year of...
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5 minutes for 5 days – get your finances in order

5 minutes for 5 days – get your finances in order

New Year’s resolutions are such a drag, right? Whether it’s fitness, family or finances, the best laid plans rarely last...
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What is equity and how can I use it to invest?

What is equity and how can I use it to invest?

Whether you're looking to invest in property, renovate or pay off something big, borrowing against the equity in your home...
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Should you use property to fund your retirement?

Should you use property to fund your retirement?

Superannuation, shares, property, cash, other investments; a dizzying number of options are available when it comes to living comfortably through...
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How does your pension live on after you die?

How does your pension live on after you die?

Account-based pensions offer a flexible and tax-effective method of drawing a regular income stream from superannuation. They are an essential...
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Granny flat arrangements within the context of the gifting rules

Granny flat arrangements within the context of the gifting rules

Retirees wanting to downsize their home may consider the option of living in a granny flat, or an extension to...
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Economic Update

Economic Update

Introduction Investors continued to focus on rampant inflation and, in turn, potential changes in monetary policy settings. By the end...
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Do you value your assets more than yourself?

Do you value your assets more than yourself?

Value is a funny thing. One person’s trash can be another person’s treasure, as the old saying goes. The value...
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Constructing a retirement portfolio in a low return world

Constructing a retirement portfolio in a low return world

Portfolio construction is a much-used term that can be misunderstood. Fundamentally, the term portfolio construction refers to the process of...
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5 money mistakes to avoid if you’re going guarantor

5 money mistakes to avoid if you’re going guarantor

If you have a family member who wants to get into the market sooner than that, you may have discussed...
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What happens to superannuation when you break up?

What happens to superannuation when you break up?

Depending on the situation, you might get some of your ex partner’s super, or they may get some of yours....
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Make it a goal to grow your super this year

Make it a goal to grow your super this year

There are a number of ways you can contribute more to your super, to take advantage of time and the...
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Five ways you can start to bridge the super gender gap today

Five ways you can start to bridge the super gender gap today

In terms of gender equality, we’ve come a long way over the past few decades. Australian homes and workplaces are...
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What’s next for the Australian and global economies?

What’s next for the Australian and global economies?

Key points: 2022 is likely to be the year COVID-19 goes from being an epidemic to endemic. Expect ongoing global...
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Being a smart Santa with your gift budget

Being a smart Santa with your gift budget

When you’re under pressure to give that perfect present at Christmas it can be much harder to stick to a...
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Christmas Gifts that won’t break the Budget

Christmas Gifts that won’t break the Budget

Christmas is a wonderful time of year in Australia, filled with summer foods, decorations and of course, gift giving. This...
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Tax deductible donations: Get the most out of giving back

Tax deductible donations: Get the most out of giving back

Donating to a charity or cause you care about is a win-win for both you and the charity. Charities rely...
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Why should I see a financial planner?

Why should I see a financial planner?

Financial planning is something more and more people are considering as a service they need to help them get the...
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Should you merge your finances with your partner?

Should you merge your finances with your partner?

The COVID-19 pandemic has changed many aspects of our daily lives, and romance is no exception. While lengthy separations have...
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