writing will
Estate planning – making your wishes known to your loved ones With Australia currently dealing with a second wave of COVID-19, the speed and spread of the illness underlines just how fragile life can be. Read more
Super fund
Is your super fund balanced? The recent sell-off on global sharemarkets due to the economic impact of COVID-19 has highlighted the risks of depending too heavily on a single asset class. Even before the current crisis, the ATO was concerned about a minority of self-managed superannuation funds (SMSFs) with up to 90 per cent of their money in a single asset class. Read more
Nest egg
Hatching your nest egg early The summer bushfires have touched the lives of all Australians. For individuals who lost homes, businesses or livelihoods, the financial hardship lingers, prompting many to ask whether they can dip into their super to tide them over. Read more
Super hero, protection
How super is your life insurance? For most people, life insurance provides a safety net against unexpected events. This is particularly the case if you have a mortgage, debts or family who are dependent on you earning an income. Read more
Chairs on beach - relaxing retirement
How much super is enough? Most of us dream of the day we can stop working and start ticking off our bucket list. Whether you dream of cruising Alaska, watching the sun rise over Uluru, improving your golf handicap or spending time with the grandkids, superannuation is likely to be a major source of your retirement income. Read more