In this section you’ll find links to useful tools and resources covering a range of financial topics.
Resources
LATEST ARTICLES
Investments |
Financial Planning for Australian Families: Balancing Needs and Wants
December 7, 2023
Lifestyle |
Your Guide to Financial Readjustment: Tips for Australian Expats Returning Home
November 13, 2023
Retirement |
Planning for Retirement at Different Life Stages: 20s, 30s, 40s, and Beyond
November 10, 2023
SEARCH PREVIOUS RESOURCES
Budgeting
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
Estate Planning
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
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
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
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
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
Property
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
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
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
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