Intelligent Financial Outcomes 
All investments come with costs and, whilst these can’t be ignored, there are other key considerations to make when choosing the investment that’s right for you. These include aligning the investment with your goals and taking on a level of … Read more
Retirement is often talked about as though it is a single life stage. Work ends, income changes and people settle into a slower pace of life. But new research from the Institute for Lifetime Income suggests retirement is far more … Read more
Australia has no compulsory retirement age. While some occupations may have age based limits for safety reasons, you can generally stop working when you want to. The big question is, how will you fund your lifestyle after you stop working? … Read more
Many Australians don’t know how their super fund has performed or what it invests in. Are you one of them? Here’s what to check and why it matters. Do you know how your super fund performed over the last two … Read more
Retirement isn’t a fixed destination. What you want from retirement today may look very different from what you imagined a few years ago. Life has a habit of changing plans. Maybe you’ve changed jobs, paid off your mortgage, started helping … Read more
Making a commitment to share your life with another person is a significant milestone and there is a lot you can do to manage your money as a couple. Manage your money as a couple The earlier you start having … Read more
Why is estate planning important in retirement? When planning for retirement, many people focus on whether they have enough money to support their lifestyle. But another important question is: What happens to your money, assets and loved ones when you’re … Read more
Separating from a partner is one of the most significant changes many people experience. Alongside the emotional impact, there are often practical decisions to make about housing, finances and future plans. One area that frequently causes confusion is superannuation. For … Read more
In Australia, special capital gains tax (CGT) rules apply to the transfer of assets from a deceased estate. The most common types of capital gains assets are property, shares and managed funds. You may have just received, or are about … Read more
Not in ten years’ time. Not when you’ve finished paying off the mortgage. Tomorrow. For many of us, imagining retirement isn’t the hard part. Whether we’d feel ready for it is another question entirely. A 2026 Real Retirement Report found … Read more