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Planning for retirement? Start with these 5 steps

Planning for retirement? Start with these 5 steps

#1: Set clear retirement goals The very first step in retirement planning is to define what you want your retirement...
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How to stay on top of your tax even when markets move

How to stay on top of your tax even when markets move

It’s important to understand the tax implications of your investments especially when markets move up and down. Our five step...
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Finance 101: understanding interest rates and why they matter

Finance 101: understanding interest rates and why they matter

Learn how interest rates influence loans, savings and investments, and find out why staying informed about interest rates can empower...
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Eight quick wins for managing debt

Eight quick wins for managing debt

Managing debt can often feel overwhelming but there are several strategies you can implement to make the process more manageable...
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Estate Planning and SMSFs

Estate Planning and SMSFs

One of the main reasons an individual would use an SMSF is for estate planning as it can offer greater...
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Federal Election 2025

Federal Election 2025

During the Federal Election campaign, the Government made a number of election promises, which may impact your finances. There were...
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Navigating market volatility

Navigating market volatility

Financial markets have been erratic lately, understandably causing some concern for those of us with super and investments. While dips...
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Protect yourself: Multi-factor authentication

Protect yourself: Multi-factor authentication

Multi-factor authentication (MFA) is when you use two or more different types of actions to verify your identity and you...
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Spouse super contributions – what are the benefits?

Spouse super contributions – what are the benefits?

If your partner is earning a low income, working part-time, or currently unemployed, boosting their super could be a smart...
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The absurdity and calamity of US tariff policies

The absurdity and calamity of US tariff policies

US tariffs are poorly designed, badly implemented and are already damaging both the US and global economies. The economic damage...
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Economic update May 2025

Economic update May 2025

Global Global markets whipsawed following the “Liberation Day” tariff announcements on April 2, and subsequent developments throughout the month. Volatility...
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Am I too old to get a home loan?

Am I too old to get a home loan?

One of a property lender’s most important jobs is to make sure a borrower can manage the typical home loan...
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Three ways to plan for your 30s

Three ways to plan for your 30s

Turning 30 is often accompanied by a degree of increased financial responsibility. It’s an important milestone that generally means you...
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The questions you should ask your private credit fund

The questions you should ask your private credit fund

Private credit is increasingly popular with investors but do you really understand what you’re buying? A boom in private credit...
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Ten tips to outwit online scammers

Ten tips to outwit online scammers

Scammers are constantly looking for new ways to part you from your hard earned cash. That’s why it’s so important...
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How to find your lost super

How to find your lost super

Imagine finding thousands in super that you’ve lost track of. Here’s how you can check if you have any lost...
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Can I go back to work if I’ve already accessed my super?

Can I go back to work if I’ve already accessed my super?

Generally, you can, but there may be other things to consider. When you access your super at retirement, depending on...
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A healthy outlook: Why healthcare is worth investor consideration in 2025

A healthy outlook: Why healthcare is worth investor consideration in 2025

Healthcare fell out of favour with investors following the pandemic, but a brighter earnings outlook and strong, long-term tailwinds have...
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When can you access your super?

When can you access your super?

Super is only for when you retire, right? Well not quite. There are a few times in life when you...
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The biggest financial mistake women are making according to an economist

The biggest financial mistake women are making according to an economist

We all know the story: women earn less than men. But even as society and employers work towards closing the...
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