Creating a valid will is one of the most important things you can do to protect your loved ones. Here we explain how to go about it. Seek legal advice While DIY will kits can seem like an easy and inexpensive way to make a will, they can be fraught with pitfalls. Your...
With many changes coming into effect this year – and more reforms being suggested – now is a great time to get your finances organised so you’re prepared. Changes to the Age Pension Changes to the Age Pension assets test kicked in at the beginning of January 2017. The...
Apparently, among richer nations, Aussies households are among the most in debt. Research from LF Economics, using official data, shows that Australian household debt has risen to 123% of the nation’s economic output, pushing both Denmark and Switzerland into second...
When you donate to charity, your gifts may be a tax deductible donation that can boost your tax refund. There are many charities in Australia that rely on donations to continue their good work and nine out of 10 of us give to charity each year*. Here we provide a...
If your life insurance policy is in a drawer gathering dust, your family could be in for a nasty shock in the event of a claim. Here we outline some pitfalls to avoid when taking out cover. 1. Buying on price rather than cover No-one wants to pay too much for...
Planning your finances early means you are better placed to enjoy what really matters in your retirement. Read this guide to find out how. Entering retirement is a significant change – but that doesn’t mean it has to be stressful. By starting to plan early and...
With the majority of Australians still dangerously underinsured, is it time you reviewed your cover? Jeff is a clean-living 53-year-old who exercises regularly, doesn’t smoke, enjoys a healthy diet and only indulges his love of good wine at the weekend. Yet things...
Choosing how you age is not just about accommodation for you or your family. There are also a range of financial and emotional issues to plan for. The quality of today’s health care means we are enjoying longer lives, with current life expectancy levels far exceeding...
With private school fees rising each year, it pays to start saving early. Most parents believe a good education is an investment in their child’s future. But with the total cost of a private-school education approaching up to $500,000, finding a way to fund that...
A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers measuring their success...
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