From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some tips to make sure you’ve ticked all the boxes. 1. Check your will Without a valid will, an administrator will be appointed to manage your estate,...
The Government has legislated changes to the Age Pension rules from 1 January 2017, which it estimates will see 300,000 Australians lose all or part of their pension entitlements.1 If you are retired or about to retire, some careful planning now may put you in shape...
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...
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...
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...
Bonds are one of the four major assets classes, but they’re probably the least understood. Here’s why they’re an important part of many portfolios. What are bonds? Bonds are essentially loan arrangements that governments and large companies use to raise money. These...
Australians have long been attracted to property as an investment. But we also tend to have a blind spot when it comes to the costs of owning it. Property holds a special place in the hearts and minds of Australians. But do we let our love for property cloud its...
Well, with all eyes on the dramas in Greece, for some it's overshadowed the more worrying concerns coming out of China. And if you feel Greece is Europe's problem, you're probably not alone - but China is a lot closer to home and the slump has triggered fear of a...
A lot of our daily client queries are based around superannuation. It’s a tricky area for many clients to wrap their heads around with lots of rules, regulations, risks and opportunities. Here's some facts below, followed by a key hint on how you can best navigate...
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