When it comes to managing your finances, the questions can be endless. Here are the most common questions we get asked.
The most asked retirement questions
Proposed income test changes to the Seniors Health Card
Older Australians of age pension age may be entitled to obtain a Commonwealth Seniors Health Card (CSHC). Find out more about CSHC eligibility requirements.
Webinar On Demand: Buying Property in Super
In this webinar, our superannuation specialists discuss the steps to take to acquire a property in a SMSF, handy investment tips, traps to avoid and more!
4 Ways to make your Super work harder
Super has two key advantages over other types of investments. If you want to start building your superannuation, here’s a few options to consider.
Webinar On Demand: Maximising Your Super
Our Financial Wellness Series is for anyone starting out on their financial journey and wants to build their knowledge. Register now for Part 1 – Maximising Your Super.
EOFY Action Checklist – Superannuation Trustees
Are you a super trustee? With the end of financial year in sight, it is a great time for trustees to start planning and attending to matters requiring attention prior to 30 June.
Maximising the Benefits of Combined Superannuation
This month, Emma Partenza answers a great question about maximising the benefits of combined superannuation.
Webinar Now Available: EOFY Superannuation Strategies for Clients
End of year of fast approaching – make sure you give yourself time to prepare.
Join us for this free webinar and learn more about the EOFY changes and what actions you need to take now.
New Super Tricks for the Election
The Coalition, on the weekend, unveiled their latest policy to encourage older Australians to downsize their homes.
Read this article to find out more about the latest announcements.
Maximise your super with your spouse
Super balances between spouses can differ greatly. So how can you maximise your super as a couple?
New Super Rules from 1 July
Last week, a number of superannuation changes from last year’s Federal Budget passed through both houses of government. Read our breakdown of the changes here.
How much do you need for a simple retirement?
Michelle Griffiths explains how our Wealth Projection Tool can help you put a plan in place now for a financially comfortable retirement in the future.