What you should know about creating your will and estate plan

Posted on 01. Dec, 2021 by .

If you want to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t make your own decisions later in life or if you pass away. If you’ve got people in your life who you love and assets you’d like to be distributed in a certain way, you might […]

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7 ways to stay active and healthy in retirement

Posted on 01. Nov, 2021 by .

Staying active and connected can sometimes have its challenges, depending on where you live, but here are some tips to help keep your physical and mental wellbeing in check. When it comes to living a longer, healthier, more active lifestyle, a good approach can often involve easy tasks that you can turn into everyday habits […]

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Spouse super contributions – what are the benefits?

Posted on 01. Oct, 2021 by .

If your partner is a low-income earner, working part-time, or currently unemployed, adding to their super could benefit you both financially. Your other half might be accumulating little or no super at all to fund their retirement if they’re not a big-income earner, or they’re out of work or working less hours. If you’d like […]

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The new COVID-19 relief schemes explained

Posted on 01. Sep, 2021 by .

As we navigate more COVID-19 lockdowns across Australia, here’s a guide to the main benefits you may be entitled to from the government, state by state. With new COVID-19 lockdowns, and an increasing number of cases it’s understandable if Aussies are feeling overwhelmed. On top of that, concern about their finances can just add to […]

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Considerations for different retirement living options

Posted on 01. Aug, 2021 by .

Whether downsizing your home, relocating to a new city, modifying your existing property, or entering an independent or assisted living arrangement is on the cards, thinking ahead could create more certainty. When thinking about your retirement, financial and non-financial considerations will all play a part. Downsizing your home, relocating or both For many Aussies, retirement […]

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

Posted on 01. Jul, 2021 by .

Generally, you can, but there may be other things to consider. When you access your super at retirement, depending on your age and personal circumstances, your super fund may ask you to sign a declaration stating you intend to never return to work again. However, there could be compelling reasons as to why you might […]

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Your super checklist for EOFY

Posted on 01. Jun, 2021 by .

The lead up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. If you’re keen on taking advantage of potential tax benefits available inside super, or are looking at ways to rebuild your retirement savings (for instance, you may have made a withdrawal as […]

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Reviewing your personal insurance policy: when, why and how

Posted on 01. May, 2021 by .

Insurance might not always be top of mind, but it’s important to review your policies regularly to make sure you’ve got the right cover Whatever your mix of cover — life, total and permanent disability, income protection and trauma — insurance can be an important part of protecting yourself and your family, now and into […]

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More Aussies look to buy property and refinance

Posted on 01. Apr, 2021 by .

One in five Australians is hoping to purchase a property in the next 12 months, while one in three existing homeowners wants to refinance to get a better deal. Record-low interest rates and a shift in people’s mindsets, post the outbreak of the COVID-19 pandemic, are behind more Aussies looking to buy property, or refinance […]

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Tips for parents who became the bank of mum and dad

Posted on 01. Mar, 2021 by .

Aussie parents have coughed up more than $26 million to help their adult kids since COVID-19 hit our shores – and one in five is at financial risk from doing so. Parents helping their adult kids financially isn’t an unfamiliar concept in this country, but figures reveal mums and dads have forked out approximately $26.8 […]

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