Blog Archives

Create a great financial new year

New Year’s resolutions are easy to make but often hard to keep. But there are real benefits to making financial resolutions. Here are some helpful suggestions to get you started. Get back to basics If you find it near-impossible to

Posted in Budget, Debt Management, Finances, Insurance & Protection, Investments, Money, Retirement, Superannuation Tagged with: , , , , ,

Same-sex Marriage triggers Estate Planning challenges

With the recent legalisation of same-sex marriage in Australia, it’s likely we’ll see a slew of marriages in 2018!  But, be warned!  Same-sex couples are urged to review estate planning documents, as marriage can invalidate a binding nomination… in some

Posted in Finances, Money, Self Managed Superannuation Funds, Superannuation Tagged with: , ,

Safeguarding your retirement plan

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

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Government Entitlements for Retirees

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

Posted in Finances, Investments, Retirement, Savings, Superannuation, Wealth Tagged with: , , , ,

Safeguarding your retirement plan

From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some top tips to make sure you’ve ticked all the boxes. 1. Check your Will and Power of Attorney documents Without a valid

Posted in Budgeting, Finances, Insurance & Protection, Superannuation, Wealth Tagged with: , , , , , ,

Do you have a valid Will?

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

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When a Will Isn’t Enough

Think having a Will in place means your estate plan is taken care of?  Here are five examples that might make you think again. Most people appreciate that having a Will helps you formalise what you’d like to happen to

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