Blog Archives

Boost your super savings with the work test exemption

If you’re a recent retiree and looking to increase your superannuation savings, we’ve got some good news! The Australian Government is proposing to make it easier for recent retirees to save more super by allowing them to contribute for a year

Posted in Australian Economy, Superannuation Tagged with: , , , ,

Why should I care about lost super?

Did you know there is about 14.8 million Australians with a superannuation account, 40% of which hold more than one account? Some of that 40% make up the $18 billion in ‘lost super’. Is some of that yours? Find it

Posted in Money, Superannuation Tagged with: , , , ,

Are you Retirement ready?

Planning is the key to be retirement ready… and so is getting advice. You can avoid penny pinching in retirement because you haven’t saved enough money, but you do need to plan well ahead. Here’s two top tips you’ll need

Posted in Finances, Superannuation Tagged with: , , ,

A new way to approach your super strategy

For many years, salary sacrifice has been the most tax-effective way to build superannuation.
Now, youre able to add personal deductible contributions to your super strategy.

Posted in Advisers, Finances, Superannuation, Wealth Tagged with: , , ,

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: , , , , ,

A few things have changed in super

Many of the federal government’s superannuation reforms came into effect on 1 July. Here’s what’s new. The government says it has tried to make the superannuation system more sustainable and has introduced more flexibility to suit modern work patterns. This

Posted in Finances, Retirement, 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

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

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: , , , ,

Retirees and Life Insurance

You’re retired, the house is paid off and the children are self-sufficient, – it may be time to review your life insurance? Policies expire People take out life insurance while they are working to protect their dependants if they die

Posted in Advisers, Insurance & Protection, Retirement 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: , , , , , ,