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 …
How much super do I need to retire at 60?
Your approach to superannuation is likely to change as you near retirement. And while your own personal circumstances may influence …
Fake caller ID – how to know who’s really contacting you
Fake caller ID (also called caller ID spoofing) is a common technique that scammers can use to disguise their real …
What is an investment platform?
You may have heard of investment platforms (or master trusts or wrap accounts, which are two types of investment platforms). …
The explosion of the Australian credit market
A reshaping of Australia’s financial landscape is underway, driven in large part by the Australian Prudential Regulation Authority’s (APRA) 2024 …
