Tips for choosing investments
All investments come with costs and, whilst these can’t be ignored, there are other key considerations to make when choosing …
Why understanding retirement mindsets can help deliver better outcomes
Retirement is often talked about as though it is a single life stage. Work ends, income changes and people settle …
The three milestones that matter in retirement
Australia has no compulsory retirement age. While some occupations may have age based limits for safety reasons, you can generally …
Do you know how your super is performing?
Many Australians don’t know how their super fund has performed or what it invests in. Are you one of them? …
Have your retirement goals changed
Retirement isn’t a fixed destination. What you want from retirement today may look very different from what you imagined a …
Getting married
Making a commitment to share your life with another person is a significant milestone and there is a lot you …
Estate planning in retirement – What you need to know
Why is estate planning important in retirement? When planning for retirement, many people focus on whether they have enough money …
Divorce and your super
Separating from a partner is one of the most significant changes many people experience. Alongside the emotional impact, there are …
Will I pay capital gains tax on my inheritance?
In Australia, special capital gains tax (CGT) rules apply to the transfer of assets from a deceased estate. The most …
What would you do if you could retire tomorrow?
Not in ten years’ time. Not when you’ve finished paying off the mortgage. Tomorrow. For many of us, imagining retirement …
