6 steps to help you feel more positive about your finances

Jul 1, 2021 | Financial Advice

With one in four Australians reporting more financial stress after COVID, it’s no surprise many of us are concerned about the future. Between mounting bills, unexpected expenses and a lack of understanding around our needs in retirement, getting our savings on track...

Learning the lessons of 2020: An extraordinary year

May 26, 2021 | Economic

When the COVID-19 pandemic hit Australia in March 2020 it brought immediate and severe financial gloom. Shares plunged 37% and the economy slumped to its first recession in nearly 30 years. However, against that backdrop, 2020 turned out far better for diversified...

A family affair: Children, super contributions and SMSFs

May 26, 2021 | Superannuation

The potential increase in members from four to six in a self-managed fund has led to many to consider about whether it is worthwhile to have children as members of the parents’ or ‘family’ SMSF. The options are: should the kids join the fund, have their own, or go...

Why insurance is important: Real benefits for you and your family

May 26, 2021 | Insurance

Insurance plays a central role in providing financial security for you and your family when it’s needed most. You insure your car and your home. But nothing is more important than your life and your ability to make a living. So it makes good sense to insure your...

Transfer balance cap set to increase to $1.7 million

May 26, 2021 | Superannuation

The amount of super savings that can be transferred into a retirement pension (whether you have one or more than one) will increase from $1.6 million to $1.7 million on 1 July this year, but not for everyone. Currently, you can transfer a maximum of $1.6 million from...