How can you tell? Is your super safe from high profile collapses? There are three simple words which are guaranteed to unsettle almost any retiree: SUPER FUNDS COLLAPSE. Such failures are very topical right now, in the wake of the recent collapses of...
Whether you’re approaching retirement or already there, consolidating your super can be one of the simplest and most powerful steps to strengthen your financial position. But surprisingly, many Australians either delay it or aren’t sure where to begin. Why...
Better than you thought? The Australian Tax Office (ATO) quietly released some statistics end June. I say quietly because this data is really interesting. And useful for individual retirees keen to understand their overall financial standing. The data is...
How did your savings perform? In news just in, Australian super funds have had a third strong year with double digit returns. The financial year-on-year returns were published by superannuation research house SuperRatings late last week. SuperRatings...
As the end of the financial year approaches, it’s a timely reminder for anyone drawing an income from an Account-Based Pension (ABP) to double-check they’ve met their minimum annual withdrawal requirement. ABPs are a key tool for providing tax-effective...
What’s the fuss? There has been a huge amount of coverage – as well as some scams – on what might happen on 1 July. Today we update you on the facts so you can better understand if super changes are relevant and if, therefore, some action will be required....
Some days it can feel hard enough managing your own money without needing to be totally across ‘couples’ rules and how they can affect both partners’ income. Today we’ve compiled a list of the five most commonly asked ‘couples’ questions, with answers to...
As you head toward retirement, consolidating your super is one of the simplest yet most powerful steps you can take. But surprisingly, many Australians either delay it or aren’t sure where to begin. Why it matters is simple: having multiple super accounts...
Barry, Ben and Mary are ‘freaking out’. Here’s why they shouldn’t Barry told us that he was ‘freaking out’ with the tariff changes and subsequent market fall. Sharon’s clients, Ben and Mary had similar views. They told her that they had watched their super...