The Rich Life Vol 86
October 1, 2024
It’s October and, as Spring delivers a bracing mix of weather events from rain and wind to snow and hail in some parts, we’re looking forward to the longer, warmer…
The Age Pension and your retirement plans
October 1, 2024
Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation balances, the Age Pension is the main source of income…
The Rich Life Vol 85
September 2, 2024
Welcome to spring, a season that might be motivational for personal, business and financial renewal. As some of our team members take a well-deserved break this September, rest assured that…
The Rich Life Vol 84
August 1, 2024
Most of us have been experiencing unexpectedly cold temperatures lately but the good news is that spring is on the way. As the days grow longer and warmer, there can…
Preparing your SMSF for the future
August 1, 2024
What happens to a self managed super fund (SMSF) when a trustee dies or becomes mentally impaired? While these are circumstances that many of us would rather not think about,…
The Rich Life Vol 83
July 1, 2024
Welcome to the new financial year! With the shortest day behind us, the longer days ahead will allow us to enjoy the outdoors, even if there’s still a need to…
Tax and super changes for the new financial year
July 1, 2024
The new financial year brings a host of changes to taxes that affect all 13.6 million taxpayers.i The biggest and most high-profile change is the cuts to tax rates from…
To sell or not to sell is the question for moving into aged care
July 1, 2024
Moving into residential aged care can trigger a range of emotions, particularly if it involves the sale of the family home. What is often a major financial asset, is also…
Transitioning into retirement: What you should know | Vanguard
June 10, 2024
By Tony Kaye, Senior Personal Finance Writer Deciding on your retirement funding options comes down to personal choice. If you’re close to retirement, chances are you’ve already spent time thinking…
The Rich Life Vol 82
June 3, 2024
With Winter now officially underway, some might be heading north to warm up and others may lean into the cold on the snowfields. Whichever you choose, don’t forget the approaching…
How to end the financial year on a high note
June 3, 2024
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care…
Enjoy the now and secure your future
June 3, 2024
Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the…
The scoop on resources for EOFY and how it can help your super
May 1, 2024
Our good friends at MLC have provided a plethora of useful End of Financial Year (EOFY) resources to help educate and arm you with all of the important ‘in the…
Living your best life in retirement
May 1, 2024
If you’re nearing retirement age, it’s likely you’re wondering if you will have enough saved to give up work and take it easy, particularly as cost-of-living increases hit some of…
New Increased Super Contribution Caps
April 2, 2024
As the end of financial year gets closer, some investors are thinking about the most effective ways to boost their super balance, particularly with an increase in the caps on…
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