Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this quick guide. While the list of SMSF administrative tasks and responsibilities … Read more

Want to invest but don’t know where to start? Here are five basic steps for investing. Define your goals Taking the first step on your investment journey may feel daunting. However, setting clear goals with achievable targets can be a … Read more

How healthy are your finances? Isn’t it time you put your own financial wellbeing front and centre? You can take control of your financial future quickly and easily, with a simple financial health check. Just like your physical health, it’s … Read more

Saving money doesn’t come naturally to everyone. Some people are wired to save – for others it takes a bit more discipline. But developing good savings habits can do so much for both your financial wellbeing and your future security. … Read more

Your super balance will most likely play a big part in how comfortably you live in retirement. But depending on how far off retirement is for you, it might be difficult to gauge whether your super is on track, or … Read more

Having a budget can help you stay on top of bills, pay off debt and save for long or short-term goals. There are many ways to go about it. One budgeting strategy is the 50/30/20 approach, which requires you to … Read more

Key points The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia too); lots of geopolitical threats but not as bad as feared; and AI hit the big time. This boosted shares … Read more

Introduction Starting in the early 1980s investment returns were spectacularly strong. Sure there were bumps along the way like the 1987 share crash, but Australian balanced growth superannuation funds returned an average 14.1% pa in nominal terms and 9.4% pa … Read more

In a world where financial stability plays a crucial role in our wellbeing and future aspirations, the concept of financial freedom stands out as a beacon of empowerment. Financial freedom is the ability to make life choices without being constrained … Read more

There is no magic age at which to retire. But what’s important is to plan for a longer retirement than you may expect. This is in part because research shows we’re now living longer than ever. According to the Australian … Read more