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The importance of nominating a beneficiary for your super
We all work hard to build a healthy super balance. So, it makes sense that you'd want to understand the ins and outs of how super beneficiaries work so you can make sure your super money ends up in the right hands if you die.
Jun 33 min read
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Big changes ahead for Aged Care
Aged care funding and services have seen major changes in the years since the 2021 report of the Royal Commission into Aged Care Quality and Safety, and this year is no exception.
Jun 33 min read
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Why investors need to be aware of the psychology of investing
Investment markets are driven by more than just fundamentals. Investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts & why they can react in extreme ways to events.
Jun 37 min read
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7 ways to get ready for tax time
The end of financial year on 30 June 2025 is fast approaching so here's a quick checklist to help you prepare.
Jun 33 min read
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End of financial year tax tips for investors
Tax time might not be everyone's favourite season, but it is a great chance to tidy up your finances.
Jun 33 min read
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Tax-deductible super contributions explained
Did you know you can claim a tax deduction on certain super contributions when you do your tax return?
May 213 min read
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The 2025-26 Federal Budget's economic impact
Key points Many measures were pre-announced, but key new measures include tax cuts from 2026-27 & more cost of living support. While the...
Mar 266 min read
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Goldilocks stayed for 2024, but what's in store for investors in 2025?
Key points - The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but...
Dec 10, 20248 min read
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Reasons to be cheerful... 3 key ways a financial advisor can help you feel better about your finances
Advice can play a critical role in helping Aussies manage financial stress When it comes to financial advice, there’s a common...
Oct 16, 20244 min read
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Is now a good time to refinance?
Inflation seems to be headed in the right direction, but Reserve Bank of Australia Governor Michele Bullock says a near-term cash rate...
Sep 3, 20243 min read
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Mortgage versus super - a common dilemma
Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt free turning their attention to
Sep 3, 20245 min read
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Intergenerational wealth - conflicting priorites for older Australians
For many older Australians, their retirement years are not only a time to enjoy the fruits of their lifelong labour, but also to think about
Sep 3, 20242 min read
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Why super and growth assets like shares really are long term investments
Why super and growth assets like shares really are long term investments
Sep 3, 20246 min read
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7 ways to save this Father's Day
You don't need to break the bank to let Dad know you love him.
Aug 28, 20243 min read
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5 ideas to boost your property value
There are many reasons to consider renovating, from making your property more liveable to driving up its market value and increasing the...
Jun 4, 20243 min read
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Tax-deductible super contributions explained
Did you know you can claim a tax deduction on certain super contributions when you do your tax return? Whether you’re employed,...
Jun 4, 20243 min read
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A will to give
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet...
Jun 4, 20243 min read
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Yours, mine and ours - estate and succession planning for modern families
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A...
Jun 4, 20243 min read
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7 ways to get ready for tax time
The end of financial year on 30 June 2024 is fast approaching so here’s a quick checklist to help you prepare in advance and maximise...
May 23, 20243 min read
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