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Learning the lessons of 2020: An extraordinary year

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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