Making a decision about life insurance is an essential part of your self managed super fund’s investment strategy and can provide a valuable benefit for members. Learn more.

Managed funds may give you access to a broader range of investment types by pooling your money together with other investors. Find out how they work and if they’re for you.

If there’s one rule of thumb for investors to bear in mind, it’s that “if it looks too good to be true, it probably is”. Here are the top pitfalls to avoid.

Retirement planning is one of those things that often gets pushed to the back burner. Here we'll outline some steps you can take to secure your financial future.

Household income data from the OECD showed that Australia had one of the lowest rates of annual real household disposable income per person compared to its OECD peers (see the chart below). Over the year to June 2023, Australia’s real per capita household disposable income was down by 5.1%, compared to a 2.6% rise across OECD countries.

Many people continue, or even start, working once they’ve reached Age Pension age. This may be for social reasons, personal fulfilment or to maintain their standard of living. With the higher cost of living at the moment, even more pensioners are taking up work. 

The transfer balance cap imposes a lifetime limit on the amount of superannuation that can be transferred into a tax free retirement pension account. While it may appear straightforward, understanding its nuances is essential for effective retirement planning.

It’s a dilemma many of us face – are we better off directing extra money to our mortgage or super? As with most financial decisions, it’s not a one size fits all approach and here are some factors to consider in deciding what’s right for you.

A rally in the second half of the month helped global share markets generate solid gains in January, extending the rally from November and December.

Here are some tips for staying protected against some of the most common scams impacting Australians today and red flags to watch out for.

While the list of SMSF administrative tasks and responsibilities may seem daunting, it’s there for a good reason: to ensure your fund’s decisions protect your retirement savings and provide financial security for your SMSF members in the future. If you need guidance with any of the following, your SMSF administrator, accountant or financial adviser will be able to help.

There are 5 megatrends suggesting higher medium term inflation pressures and lower economic growth than pre-pandemic: a move away from economic rationalist policies; the reversal of globalisation; rising geopolitical tensions; climate change and decarbonisation; and slowing and aging populations. Learn more.

In a world of ever-changing economic landscapes, achieving financial freedom has become a universal aspiration. Read about the essential strategies and mindset shifts required to pave the way toward financial independence.

There is no magic age at which to retire. This is in part because research shows we’re now living longer than ever. But what’s important, is to plan for a longer retirement than you may expect. This is where we can help.

With investment scams being the most common, it’s important to protect yourself from online criminals. Learn about what you hould look for.

Do you know how much you can ‘safely’ spend in retirement? This article introduces a retirement income model that can help you calculate the spending level your savings can safely support with a degree of confidence.

We all want to live a good life with our partner, but does that have to include fine dining every night and travelling to exotic destinations? We bring you five tips for enjoying the best in life without blowing the budget

Rising bond yields and geopolitical tensions are impacting stock valuations. While history shows some similarities to the 1987 crash, the current valuations are less alarming. Furthermore, falling inflation may ease pressure on central banks, potentially benefiting stocks. Read more about the global market updates.

If you’d like your money to make a difference to the world as well as your future, responsible investing may be for you. Learn more about ethical, social and governance (ESG) investments.

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.