Financial Planning

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Your key priorities when winding down your mortgage Many of us make paying off our mortgage a priority. It’s the new Australian dream. But before making that last home loan repayment, use our checklist to make sure you’re prepared. Read more
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Sharing super a win-win for couples Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women generally retire with much less super than men. Read more
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A great time to reassess your career The pandemic has ushered in broad-ranging societal change including fuelling a trend that has become known as ‘The Great Resignation’ or ‘The Big Quit’, where employees are reviewing what they value and are looking for in a job and in some cases, leaving in search of greener pastures. Read more
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Tax Alert March 2022 New super and tax rules passed in Parliament
Some of the last sitting days before this year’s Federal election saw changes to the tax and super rules finally pass through both houses of Parliament. Here’s a roundup of some of the key developments. Read more
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Avoid the rush: Get ready for June 30 It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order?

With all the disruption and special support measures of the past two years, it’s possible your finances have changed. So it’s a good idea to ensure you’re on track for the upcoming end-of-financial-year (EOFY).

Starting early is essential to make the most of opportunities on offer when it comes to your super and tax affairs. Read more