Learning the lessons of 2020: An extraordinary year
When the COVID-19 pandemic hit Australia in March 2020 it brought immediate and severe financial gloom. Shares plunged 37% and...
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Economic Update and Market Commentary
Risk assets including equities and credit continued to power ahead in April. Locally, the share market and the Australian dollar...
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Good news – Super contribution caps to rise
On 1 July 2021, both the concessional and non-concessional superannuation contribution limits, also known as ‘super contribution caps’, will rise....
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Saving for your child’s future
As every parent knows (even before they become one), raising a child isn’t cheap. And those expenses don’t necessarily stop...
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Transfer balance cap set to increase to $1.7 million
The amount of super savings that can be transferred into a retirement pension (whether you have one or more than...
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Why insurance is important: real benefits for you and your family
Insurance plays a central role in providing financial security for you and your family when it’s needed most. You insure...
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Your investment options and strategy
Building your wealth for the long term starts with a sound investment strategy. But with so many options outside your...
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A family affair: Children, super contributions and SMSFs
The potential increase in members from four to six a in self-managed fund has led to many to consider about...
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2021-22 Federal Budget: What it means for You
As the COVID economic landscape continues to take shape, Australian Federal Treasurer Josh Frydenberg has handed down the 2021-22 Federal...
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What you can claim when working from home
Setting up a home office? Here’s how to create a comfortable workspace, while offsetting the extra costs of working remotely....
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How to save for retirement in your 60s
Your 60s are the time in which you’re most likely to retire – according to the Australian Bureau of Statistics,...
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How to recover from a financial setback
Financial setbacks can appear in our lives when we least expect it. Paying back a loan like a mortgage or...
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How to reassess your spending and budgeting habits
There’s no denying the pandemic has significantly affected the finances of many Australians. Some of us are spending more, some...
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How the gender pay gap is causing problems for Aussie women: Now and in the future
Women are entering retirement with significantly less superannuation and personal savings than men – leading to a growing class of...
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Find your perfect savings account
Looking for a good savings account can sometimes be a little like looking for a good partner – the honeymoon...
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Relationship break-up entitlements when you’re a de facto
If you’ve recently split from your partner or are simply wondering what might happen if you do, you’ll need to...
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How to save for retirement in your 50s
For many people, your 50s are your golden years, a time when you may be at the pinnacle of your...
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Five Financial habits to start in 2021
Like any habit, our financial behaviours are formed by doing the same actions repeatedly until they’re second nature. That’s great...
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Redefine your work life
Most of us want to put 2020 firmly behind us. But there were some silver linings from this tumultuous year....
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Show your finances some self-love
Are you guilty of changing your spending habits when you’re in a relationship? Do you have a financial plan, or...
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