While there are benefits in establishing an SMSF, running your own fund is complex and there are many things you have to consider, including: your investment strategy – setting it and sticking to it the administration of your fund – … Read more
What are super fund fees? Super fund fees are the costs charged to manage your account and the investments your money is held in. They can cover running your account, managing investment options, processing transactions and providing services like insurance … Read more
Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling blindsided. If it happens towards the end of your career it can really throw plans into disarray if you’d hoped … Read more
When it comes to financial advice, everyone is different. Some people want to do it all themselves, only needing help at crucial times such as when they’re changing jobs, retiring or making a large investment. Others want confirmation on the … Read more
Not economically savvy? Not to worry, this short guide will help you learn the basics on the economy and improve your financial know how. What is the ASX? ASX stands for Australian Securities Exchange (not stock exchange like many people … Read more
Marriage breakdown can be highly traumatic and brings a whole new set of issues when it happens later in life. As well as the emotional challenges, there are practical issues to tackle, not least your finances. It’s all the more … Read more
Your super balance is one of the strongest signals of how your financial future is shaping up. It’s also one of the first things Australians compare. So it’s no surprise the big question keeps coming up: is my super on … Read more
Romance scammers build emotional trust by seeming attentive and expressing intense feelings but money requests follow, often disguised as financial emergencies, travel costs or investment opportunities. Romance scams a top three source of losses Australians lost almost $140 million to … Read more
End of Financial Year (EOFY) is a good time to show your super some love. EOFY often gets us thinking about money and your super deserves its moment too. You don’t need to do everything but a few small moves … Read more
Many Australians today expect to be working well after they would like to retire, new research from Colonial First State shows¹. On average, Australians would like to retire at 62 years of age, according to the study, which tracks how … Read more