Resources

In this section you’ll find links to useful tools and resources covering a range of financial topics.

It is important to understand the costs involved with your superfund. Click here to get personalised information about the fees associated with your superfund!

LATEST ARTICLES

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Budgeting

  • The Financial Journey of Raising Children

    May 14, 2024
  • How Much Money Should You Keep in Cash?

    September 28, 2023
  • How to Prepare for Large Expenses

    August 30, 2023
  • How to Put an End to Overspending

    August 28, 2023
  • Building Your Financial Buffer: What You Need to Know About Emergency Funds

    May 15, 2023
  • Simple tips to help you save

    November 21, 2022
  • How much of my salary should I spend?

    September 29, 2022
  • Should I pay off my HECS debt or Invest?

    October 8, 2021
  • How do I save for an emergency fund?

    September 29, 2021
  • Should I save or invest my money?

    May 4, 2021
  • How to Start a Budget

    April 29, 2021
  • Top Financial Tips for 2021

    January 21, 2021
  • The Importance of Budgeting

    December 21, 2020
  • Budgeting

    September 20, 2018
  • Debt

  • Understanding HECS Debt and indexation

    April 23, 2024
  • Which Debt Repayment Method is Best?

    January 31, 2024
  • Making Sense of HECS

    September 15, 2023
  • Should I pay off my mortgage or invest?

    October 11, 2022
  • What is a margin loan?

    February 8, 2022
  • Should I invest or pay down my debt?

    September 21, 2021
  • Keys to Destressing your Mortgage

    March 26, 2021
  • Offset Accounts

    March 19, 2020
  • Estate Planning

  • A Guide to Handling a Big Inheritance

    April 22, 2024
  • The Ultimate Guide to Navigating Inheritance

    April 8, 2024
  • Easy steps you can take after receiving an inheritance

    February 22, 2024
  • Overcoming financial uncertainty after the loss of a spouse

    August 1, 2023
  • What do I need to know about estate planning?

    November 8, 2022
  • What is a deed of variation?

    January 27, 2022
  • What is an Enduring Power of Attorney?

    July 14, 2021
  • Personal Succession Planning

    November 16, 2020
  • Member Incapacity & Enduring Power of Attorney

    November 4, 2020
  • Wills

    September 26, 2019
  • Estate Planning and Property

    October 4, 2018
  • Financial Planning

  • Benefits of Choosing a Self-Licensed Financial Adviser

    March 27, 2024
  • Advantages of Providing Financial Advice in the Workplace

    February 29, 2024
  • The Role of Financial Advisers: When and Why to Seek Professional Help

    January 17, 2024
  • Financial Advice for Families and Parents – the Key to a Secure Future

    October 19, 2023
  • Flat Fee vs Percentage-Based Fees: Which One Works Best for Your Financial Advice?

    October 12, 2023
  • Think you can’t afford financial advice? Think again.

    May 5, 2023
  • An analysis of Dollar Cost Averaging as an investment strategy

    March 27, 2023
  • Why companies should consider offering financial advice for employees

    March 9, 2023
  • What are the risks of not getting financial advice?

    September 6, 2022
  • What are the top financial tips for a new financial year?

    July 6, 2022
  • How do global events affect my finances?

    April 20, 2022
  • What are the best sources of financial advice?

    April 1, 2022
  • How financial stress can be detrimental for employees’ productivity

    March 29, 2022
  • What happens when I engage with a financial adviser?

    January 25, 2022
  • How can I set financial goals in 2022 that I will actually achieve?

    January 13, 2022
  • Why do costs matter?

    December 14, 2021
  • What is a Statement of Advice and do I need one?

    November 10, 2021
  • Why a man is not a Financial Plan

    July 30, 2021
  • Should I do a background check of my financial adviser?

    June 29, 2021
  • Cost of financial advice

    June 24, 2021
  • Financial organisation ahead of retirement

    May 28, 2021
  • How to Choose your Financial Adviser?

    April 7, 2021
  • Financial Lessons from COVID-19

    September 28, 2020
  • Pensioner’s Loan Scheme

    December 12, 2019
  • Government

  • Recent changes to the downsizer superannuation contributions

    December 6, 2022
  • How to invest in a bull and bear market?

    October 6, 2022
  • What is inflation and do I need to worry about it?

    February 16, 2022
  • What is stagflation and should you fear it?

    November 2, 2021
  • How was the Government responded to COVID-19 in 2021?

    September 23, 2021
  • Quantitative Easing

    April 9, 2020
  • Government Stimulus Package in response to the Coronavirus

    March 26, 2020
  • Insurance

  • How Much Should I Budget for Insurance?

    May 7, 2024
  • Are you losing money on Insurance Commissions?

    February 2, 2023
  • How can I reduce the cost of my life insurance premiums?

    August 16, 2022
  • What do I need to know about life insurance?

    July 27, 2021
  • Insurance In Retirement

    May 7, 2020
  • Costs Without Life Insurance

    April 16, 2020
  • Stepped vs. Level Premiums

    September 6, 2019
  • Insurance

    October 4, 2018
  • Investments

  • Why You Don’t Need a Fortune to Start Investing

    May 17, 2024
  • The Synergy between Gearing and Dollar-Cost Averaging

    May 9, 2024
  • Finance Tips to the Next Generation

    May 1, 2024
  • How to diversify your investments

    April 29, 2024
  • The Benefits of Impact Investing

    April 11, 2024
  • Education Planning: Investing in Your Children’s Future

    March 21, 2024
  • How Your Job Fits into Your Financial Plan

    March 20, 2024
  • Savings Strategies: Building Wealth Through Strategic Saving Habits

    March 13, 2024
  • The Pros and Cons of Term Deposits and Market Investments

    March 7, 2024
  • What is your risk tolerance?

    February 16, 2024
  • Simple Investing Strategies for Busy People

    January 9, 2024
  • How Inflation Affects Your Financial Future: What You Need to Know

    January 4, 2024
  • Ethical and Sustainable Investing in Australia: Making a Positive Impact

    December 20, 2023
  • Investment Diversification: Spreading Risk in Your Portfolio

    December 20, 2023
  • Choosing the Right Investment Strategy for Your Financial Goals

    December 14, 2023
  • Financial Planning for Australian Families: Balancing Needs and Wants

    December 7, 2023
  • Financial Wellness: Building a Stronger Financial Future

    October 26, 2023
  • The Value of Consistent Investing

    September 21, 2023
  • Saving vs Investing: What’s the Difference

    August 17, 2023
  • The Financial Implications of Estate Distributions

    June 22, 2023
  • Secure Your Child’s Financial Future: Investing for children

    June 15, 2023
  • What is a re-contribution strategy?

    May 25, 2023
  • The Basics of Internal Gearing

    May 18, 2023
  • Navigating Economic Challenges: The Pros and Cons of Inflation

    May 12, 2023
  • Does Inheritance Tax exist in Australia?

    April 20, 2023
  • An analysis of Dollar Cost Averaging as an investment strategy

    March 27, 2023
  • What is Sustainable Investing?

    January 19, 2023
  • Mergers and Acquisitions: BHP Petroleum and Woodside

    November 29, 2022
  • A beginner’s guide to stock splitting

    November 10, 2022
  • How frequently should I be checking my investment returns?

    November 2, 2022
  • What’s the difference between a real and a paper loss?

    October 26, 2022
  • To invest or not invest? Common roadblocks faced by young investors

    October 20, 2022
  • What is the power of perspective when investing?

    August 3, 2022
  • How to invest like a high-net-worth investor?

    July 21, 2022
  • How do I cope with market volatility?

    June 30, 2022
  • What are the best ways to deal with market volatility?

    June 14, 2022
  • What are the financial tips your future self will thank you for?

    May 3, 2022
  • What to invest in when inflation is on the rise?

    April 7, 2022
  • How financial stress can be detrimental for employees’ productivity

    March 29, 2022
  • Why is it important to invest on FACTS and not FOMO?

    March 24, 2022
  • Are your emotions ruling your investment strategy?

    March 22, 2022
  • Should I invest in Cryptocurrency?

    March 14, 2022
  • What the heck is ‘Fintech?’

    March 3, 2022
  • Am I investing or gambling?

    February 18, 2022
  • What is asset allocation and why does it matter?

    February 11, 2022
  • How should I invest an inheritance?

    January 20, 2022
  • What is portfolio rebalancing and does it affect me?

    December 8, 2021
  • Should I invest in property or ETFs?

    December 2, 2021
  • Will bond prices impact my shares?

    November 4, 2021
  • What are sector-specific ETFs?

    October 28, 2021
  • How do I overcome the fear of investing?

    October 19, 2021
  • Risks of NOT investing in the Stock Market

    October 15, 2021
  • Is it worth investing in fixed income assets?

    October 14, 2021
  • Should I pay off my HECS debt or Invest?

    October 8, 2021
  • What are the benefits of regularly investing?

    September 16, 2021
  • What is Dollar-Cost Averaging?

    September 10, 2021
  • ETFs vs Managed Funds: Which is the best investment for you?

    September 2, 2021
  • What are share buybacks?

    August 31, 2021
  • Should I invest in shares or property?

    August 10, 2021
  • What are the benefits of long-term investing?

    July 20, 2021
  • How to buy shares in super?

    July 6, 2021
  • Should I save or invest my money?

    May 4, 2021
  • Is home ownership a good investment? What are the costs of purchasing a property?

    April 23, 2021
  • Ethical Investing

    December 17, 2020
  • ‘Time in the Market vs Timing the Market’: A Guide to Long-Term Wealth for New Investors

    November 11, 2020
  • Is Investing In Bonds Safe?

    October 20, 2020
  • The Core and Satellite Portfolio Approach

    October 13, 2020
  • ETF Myths Debunked

    October 7, 2020
  • Do you know your risk profile?

    September 21, 2020
  • Comparing ETFs and LICs with Managed Funds

    September 7, 2020
  • Asset Allocation Strategies

    August 25, 2020
  • Exchanged Traded Funds (ETFs)

    August 10, 2020
  • Making the most of your redundancy

    May 21, 2020
  • Investing In Property

    April 30, 2020
  • Investment Fundamentals – The Benefits of Long-Term Investing

    March 16, 2020
  • Gearing

    January 8, 2020
  • Basics of Trusts

    November 28, 2019
  • How Superannuation Funds Invest Your Money

    October 10, 2019
  • The Basics of Concessional and Non-Concessional Contributions

    September 17, 2018
  • Lifestyle

  • Navigating Inheritance in Australia

    April 18, 2024
  • Financial Steps to Take After a Divorce

    March 28, 2024
  • Your Guide to Financial Readjustment: Tips for Australian Expats Returning Home

    November 13, 2023
  • Managing Your Money Through a Career Transition

    September 7, 2023
  • How to gain financial independence from a controlling spouse

    July 20, 2023
  • Why you should prioritise your Financial Wellbeing

    June 1, 2023
  • Navigating Divorce: A Financial Guide for a Smooth Transition

    March 31, 2023
  • How to achieve your financial New Year’s Resolutions

    January 12, 2023
  • Recent changes to the downsizer superannuation contributions

    December 6, 2022
  • How to protect yourself against scams

    September 26, 2022
  • How financial stress can be detrimental for employees’ productivity

    March 29, 2022
  • Do I need to teach my kids about money?

    November 24, 2021
  • Should I pay off my HECS debt or Invest?

    October 8, 2021
  • What happens to my finances after divorce or separation?

    May 12, 2021
  • Five healthy facts to keep you at your best

    February 26, 2021
  • Top Financial Tips for 2021

    January 21, 2021
  • International living

    June 26, 2020
  • Tips for stress free travel

    June 5, 2020
  • News Updates

  • Understanding the recent closure of Silicon Valley Bank’s Australian operations

    March 16, 2023
  • Property

  • Growing Your Wealth Without Buying a Home

    April 24, 2024
  • Is It the Right Time for You to Invest in the Australian Property Market?

    March 25, 2024
  • Uncovering the Hidden Costs Involved in Investing in Property

    March 11, 2024
  • Investing in Superannuation versus Property: which one generates better long-term returns

    April 14, 2023
  • Should I invest in property or ETFs?

    December 2, 2021
  • Will Rising Home Loan Rates Impact me?

    November 16, 2021
  • What are the benefits of co-owning a property?

    July 8, 2021
  • Is home ownership a good investment? What are the costs of purchasing a property?

    April 23, 2021
  • Keys to Destressing your Mortgage

    March 26, 2021
  • Keys to de-stressing a mortgage

    July 24, 2020
  • Downsizing

    May 14, 2020
  • Investing In Property

    April 30, 2020
  • Reverse Mortgages

    October 24, 2019
  • Downsizing Rules

    December 5, 2018
  • Retirement

  • How Inheritance Can Shape Your Retirement

    May 15, 2024
  • The secrets to retiring early

    April 15, 2024
  • The Power of an Account-Based Pension

    April 4, 2024
  • Financial Planning for a Secure Retirement: Steps to Take in Your 50s

    February 8, 2024
  • Planning for Retirement at Different Life Stages: 20s, 30s, 40s, and Beyond

    November 10, 2023
  • The Role of Superannuation in Your Retirement Planning

    November 3, 2023
  • How much money do you need to retire?

    April 27, 2023
  • Guiding Your Loved One’s Transition to Aged Care

    April 6, 2023
  • Recent changes to the downsizer superannuation contributions

    December 6, 2022
  • What are the benefits of a pension refresh strategy?

    July 18, 2022
  • How much money do I need to retire?

    March 1, 2022
  • What do I need to know for my transition to retirement?

    December 1, 2021
  • How should I plan for retirement?

    October 21, 2021
  • Financial organisation ahead of retirement

    May 28, 2021
  • Planning for Retirement? What do you need to know?

    April 27, 2021
  • What do I do with my super when I retire?

    April 20, 2021
  • Is an SMSF right for you?

    February 9, 2021
  • Gifting

    November 23, 2020
  • Pension Refresh Strategy

    October 26, 2020
  • 2020-21 Superannuation and Retirement Planning Opportunities

    July 17, 2020
  • Downsizing

    May 14, 2020
  • Planning For Retirement As An Empty Nester

    April 23, 2020
  • Financial Organisation Ahead Of Retirement

    April 2, 2020
  • Tax on Super & Pension Accounts

    January 10, 2019
  • Downsizing Rules

    December 5, 2018
  • Transition to Retirement Income Stream (TTR)

    November 5, 2018
  • Superannuation

  • Do you have enough money in your Super?

    May 6, 2024
  • Why you should reach the Super Balance Cap

    April 17, 2024
  • A Guide to Maximising Your Super

    April 10, 2024
  • Why Superannuation is the Ultimate Investment for Millennials

    April 3, 2024
  • Why Superannuation is the Most Tax Effective Investment

    December 1, 2023
  • The Role of Superannuation in Your Retirement Planning

    November 3, 2023
  • Understanding your superannuation fees

    June 9, 2023
  • Investing in Superannuation versus Property: which one generates better long-term returns

    April 14, 2023
  • What is the Bring Forward Rule?

    March 1, 2023
  • Recent announcement about the Transfer Balance Cap

    February 9, 2023
  • Understanding the Superannuation Guarantee

    January 25, 2023
  • Understanding types of super contributions

    December 23, 2022
  • What are the benefits of a pension refresh strategy?

    July 18, 2022
  • Is a Self-Managed Super Fund (SMSF) right for me?

    May 11, 2022
  • Superannuation legislation has changed. Does this affect you?

    February 24, 2022
  • What are the benefits of contributing to super early?

    January 12, 2022
  • What are catch-up contributions?

    September 15, 2021
  • Are you in the right super fund?

    August 26, 2021
  • What happens to my super when I die?

    August 19, 2021
  • What are the differences between wrap and industry super funds?

    August 17, 2021
  • How To Guide: Super Contributions

    July 15, 2021
  • How to buy shares in super?

    July 6, 2021
  • What is Superannuation?

    July 2, 2021
  • What super contributions are available to me?

    June 16, 2021
  • Is an SMSF right for you?

    February 9, 2021
  • Taxation and your Super

    January 17, 2021
  • Pension Refresh Strategy

    October 26, 2020
  • 2020-21 Superannuation and Retirement Planning Opportunities

    July 17, 2020
  • When To Review Your Super

    November 7, 2019
  • Updates to Superannuation – Guide for New Legislative Changes in 2019

    October 17, 2019
  • How Superannuation Funds Invest Your Money

    October 10, 2019
  • Self-managed Super Fund (SMSF)

    August 29, 2019
  • Tax on Super & Pension Accounts

    January 10, 2019
  • Super Basics

    October 4, 2018
  • Mark Welch – Superannuation

    September 23, 2018
  • Super Catch-up Concessional Contributions

    September 18, 2018
  • The Basics of Concessional and Non-Concessional Contributions

    September 17, 2018
  • Tax

  • Why Superannuation is the Most Tax Effective Investment

    December 1, 2023
  • What is Capital Gains Tax?

    September 8, 2021
  • What is Division 293 Tax?

    July 22, 2021
  • Taxation and your Super

    January 17, 2021
  • Small Business CGT concessions

    December 3, 2020
  • Wealth Growth

  • How Debt Recycling can help you accelerate your wealth creation

    July 11, 2023
  • An analysis of Dollar Cost Averaging as an investment strategy

    March 27, 2023
  • What are the benefits of staying invested?

    October 4, 2022
  • Is Australia in a recession?

    August 25, 2022
  • What are the best tips for tax time?

    August 9, 2022
  • How to invest like a high-net-worth investor?

    July 21, 2022
  • Is super or property a better investment for me?

    June 8, 2022
  • Are your emotions ruling your investment strategy?

    March 22, 2022
  • What do I need to know about dividends?

    March 17, 2022
  • How does inflation impact my investments?

    October 6, 2021
  • What are the top financial tips for high-income earners?

    August 5, 2021
  • Do I need a trust fund?

    August 3, 2021
  • Top Financial Tips for 2021

    January 21, 2021
  • The Core and Satellite Portfolio Approach

    October 13, 2020
  • Financial Lessons from COVID-19

    September 28, 2020
  • Comparing ETFs and LICs with Managed Funds

    September 7, 2020
  • Asset Allocation Strategies

    August 25, 2020
  • Investment Fundamentals – The Benefits of Long-Term Investing

    March 16, 2020
  • Gearing

    January 8, 2020
  • LATEST ARTICLES
  • Why You Don’t Need a Fortune to Start Investing

    May 17, 2024
  • How Inheritance Can Shape Your Retirement

    May 15, 2024
  • The Financial Journey of Raising Children

    May 14, 2024
  • MOST POPULAR
  • Mark Welch – Superannuation

    September 23, 2018
  • Budgeting

    September 20, 2018
  • Super Catch-up Concessional Contributions

    September 18, 2018