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  • NEWS & UPDATES | 23 FEB 2024

    Talking about money with your partner

    In this article, we will explore the importance of talking about money with your partner, provide tips for initiating the conversation, and offer strategies to manage finances as a team while navigating those conversations successfully.

    6 min read 

    Read more

    NEWS & UPDATES | 23 FEB 2024

    Top tips for women to negotiate a higher salary

    Here's how to make a strong case for a salary package that truly reflects your skills and experience.

    6 min read 

    Read more

    NEWS & UPDATES | 23 FEB 2024

    7 Tips for Super Savvy Women

    Here are 7 super-savvy tips that can help close the financial gap for a more secure future.

    5 min read 

    Read more

     

    RETIREMENT | 21 FEB 2024

    Secure your future: the definitive guide to retirement planning

    This guide underscores the critical importance of comprehensive, strategic, and proactive retirement planning to ensure a financially secure and fulfilling post-work life.

    48 min read 

    Read more

  • INVESTMENT | 23 FEB 2024

    6 things to consider before investing

    Investing your money may be one of the most effective ways to help you build long-term wealth. Here are some things to consider before investing.

    4 min read 

    Read more

    INVESTMENT | 15 FEB 2024

    Investing in Exchange Traded Funds: what you should know

    ETFs have become an increasingly popular way to invest. They're also not too hard to understand, so whether you're new to investing or been doing it for a while, ETFs can be a good choice.

    3 min read 

    Read more

    INVESTMENT | 15 FEB 2024

    How to invest in Australia with a small budget

    Investing can be a powerful tool for building wealth and securing your financial future. Here, we’ll break down the basics of investing, providing you with the knowledge and confidence to embark upon your investment journey.

    4 min read 

    Read more

    INVESTMENT | 15 FEB 2024

    Why invest in shares that pay franked dividends?

    In this article, we delve into the compelling reasons why franked dividend-paying shares have become a focal point for investors seeking a balanced and rewarding investment portfolio.

    4 min read 

    Read more

    INVESTMENT | 15 FEB 2024

    A comprehensive guide to investing: how to get started

    Investing can be a powerful tool for building wealth and securing your financial future. Here, we’ll break down the basics of investing, providing you with the knowledge and confidence to embark upon your investment journey.

    4 min read 

    Read more

    INVESTMENT | 05 FEB 2024

    Avoiding potential pitfalls with investing

    Whether you’re new to investing or already familiar, here’s some of the things you can do to set you on the path to success.

    6 min read 

    Read more

    INVESTMENT | 05 FEB 2024

    Are bonds a good investment?

    We discuss why you might consider including bonds in your investment portfolio and how interest rates affect their value.

    7 min read 

    Read more

    INVESTMENT | 8 JAN 2024

    Investment Insights: How we’re managing your money

    Chief Investment Officer, Dan Farmer sheds light on the strategies used to manage members' money including past successes, current initiatives, and prospects on the horizon.

    7 min read 

    Read more

    INVESTMENT | 20 DEC 2023

    Unlocking homeownership: Alternative pathways to housing affordability

    Escalating property prices and the high cost of living have made it difficult for many to step onto the property ladder. But alternative and practical pathways are emerging, making the dream of owning a home more attainable.

    5 min read 

    Read more

    INVESTMENT | 20 DEC 2023

    Navigating success: A guide to setting clear goals and creating a strategic career plan

    Here, we will outline why it’s important and beneficial to set clear goals and craft a strategic career plan.

    4 min read 

    Read more

    INVESTMENT | 8 DEC 2023

    MLC’s Investment Philosophy

    Our Chief Investment Officer Dan farmer shares what makes up our unique Investment philosophy that enables us to focus on long term returns.

    INVESTMENT | 8 DEC 2023

    How diversification drives returns

    Hear from our Chief Investment Officer Dan Farmer as he explains how diversification drives strong long term returns for our members.

    INVESTMENT | 5 DEC 2023

    How to help grow your money through compound interest

    Compound interest enables you to earn interest on interest which is accumulated over time. We look at how you can make the most of it.

    4 min read

    INVESTMENT | 30 NOV 2023

    A Note from Dan

    The great economic fear over what may happen in the Middle East relates to the potential for a conflict that goes far beyond Israel and Hamas, which would likely send the oil price skyrocketing. However, it’s also possible that oil prices would not remain elevated for an excessively long time.

    8 min read 

    Read more

    INVESTMENT | 13 NOV 2023

    Australian consumers are ‘under pressure’

    Australian consumers are being squeezed by rising prices, mortgage interest rates and rents. The Reserve Bank of Australia has just added to the burden by raising the cash interest rate by 0.25% to 4.35%. MLC's Senior Economist Bob Cunneen believes the Australian consumer will remain under pressure until inflation is finally nailed down.

    8 min read 

    Read more

    INVESTMENT | 10 OCT 2023

    A note from Dan

    China’s decades-long economic model has seemingly reached its limits. Despite this, potential returns from Chinese shares may be more promising now than in the years when the country’s economy was growing at thumping rates.

    8 min read 

    Read more

    INVESTMENT | 15 SEP 2023

    8 signs that indicate you’re smart with money

    Are you smart with money? We look at the eight signs that may indicate you are.

    6 min read 

    Read more

    INVESTMENT | 11 AUGUST 2023

    A note from Dan

    There is nothing melodious about inflation. It is insidious, but it is the leitmotif of the
    time we are living in.

    11 min read 

    Read more

    INVESTMENT | 10 JUL 2023

    Managing investment market highs and lows

    We will look at strategies to effectively manage investment market fluctuations, from the highs to the lows.

    5 min read 

    Read more

    steven-gamerov

    INVESTMENT | 4 JUL 2023

    Share markets strong despite cloudy economic picture

    Steve Gamerov, Head of Diversified Portfolios at MLC Asset Management digs more deeply into the drivers of performance and how the MySuper Growth Portfolio is being positioned for the future.

    3 min read 

    Read more

    INVESTMENT | 30 JUN 2023

    Maximising investment property tax deductions

    Here, we have outlined some key mechanisms that can help maximise your investment property tax deductions.

    6 min read 

    Read more

    INVESTMENT | 30 JUN 2023

    A guide to donation tax deductions in Australia

    Let's explore how you can maximise your philanthropic impact while optimising your tax benefits.

    4 min read 

    Read more

    INVESTMENT | 19 JUN 2023

    5 ideas for generating passive income

    Looking for ways to generate passive income while maintaining your regular job? Here’s five options to consider.

    9 min read 

    Read more

    INVESTMENT | 13 JUN 2023

    Australia’s “painful squeeze”

    Australians are experiencing tough times. Every trip to the supermarket leaves us leaner and poorer in terms of our purchasing power. While high inflation is clearly a global problem, MLC's Senior Economist Bob Cunneen believes the question needs to be asked: Is the RBA mindful of how dramatic this “painful squeeze” really is?

    10 min read

    INVESTMENT | 5 JUN 2023

    Investors’ guide to gearing: benefits and drawbacks

    Looking for a way to earn potentially higher returns through investing? Gearing may be a good option.

    5 min read 

    Read more

    INVESTMENT | 5 MAY 2023

    Pros and cons of investing in cryptocurrency: a simple guide

    Considering investing in cryptocurrency? We look at the pros and cons to help you make an informed decision on whether it’s right for you.

    7 min read 

    Read more

    INVESTMENT | 5 MAY 2023

    Investing in the share market: what you need to know

    Investing in the share market can offer a simple way to grow your wealth. We look at strategies to help reduce risk and some things to be aware of.

    5 min read 

    Read more

    INVESTMENT | 19 MAY 2023

    A quarter of contradictions

    Steve Gamerov, Head of Diversified Portfolios at MLC Asset Management looks at the last quarter’s numbers and discusses how we’re approaching the evolving economic environment.

    3 min read 

    Read more

    INVESTMENT | 31 MAY 2023

    Protect yourself from super and investment scams

    Super and investment scams can be devastating for those who fall victim to them. We look at some of the most common and how you can protect yourself.

    4 min read 

    Read more

    INVESTMENT | 5 MAY 2023

    Calculating your super: which tools are best

    We discuss some of tools you can use to review your super, including how they could support you in planning your retirement.

    4 min read 

    Read more

    INVESTMENT | 24 APR 2023

    What is capital gains tax?

    Capital gains tax: what it is, how it works and current rates. Discover what happens to your investment profits.

    3 min read

    INVESTMENT | 15 FEB 2023

    50/30/20 budgeting strategy

    The 50/30/20 budgeting strategy requires you to designate a portion of your earnings to three categories. We look at how it works and some areas to consider.

    6 min read  

  • NEWS & UPDATES | 23 FEB 2024

    Talking about money with your partner

    In this article, we will explore the importance of talking about money with your partner, provide tips for initiating the conversation, and offer strategies to manage finances as a team while navigating those conversations successfully.

    6 min read 

    Read more

    NEWS & UPDATES | 23 FEB 2024

    Top tips for women to negotiate a higher salary

    Here's how to make a strong case for a salary package that truly reflects your skills and experience.

    6 min read 

    Read more

    NEWS & UPDATES | 23 FEB 2024

    7 Tips for Super Savvy Women

    Here are 7 super-savvy tips that can help close the financial gap for a more secure future.

    5 min read 

    Read more

    NEWS & UPDATES | 23 FEB 2024

    10 Australian women share their money tips

    Hear how Australian women are finding ways to manage their money better.

    4 min read 

    Read more

    NEWS & UPDATES | 23 FEB 2024

    The super moves you should make today

    Your super is your ticket to a comfortable retirement, and a little bit of attention now can make a world of difference later. Following these ten tips can help you supercharge your super.

    5 min read 

    Read more

    NEWS & UPDATES | 05 FEB 2024

    Navigating the high cost of living in Australia

    In this article we look at some of the ways you can better manage the high cost of living by investing, increasing your income or reducing expenses.

    5 min read 

    Read more

    NEWS & UPDATES | 24 JAN 2024

    2023-calendar-year-in-review

    After the astonishing highs set in 2022, global inflation pressures are finally cooling. The painful squeeze of inflation and rapid rises in interest rates has been very intense for borrowers. Global share markets delivered very strong returns in 2023, reflecting optimism over the promise of ‘Artificial Intelligence’ (AI), lower inflation outcomes and the encouraging resilience of the US economy. MLC Asset Management's Senior Economist Bob Cunneen provides a client-friendly review of what happened in investment markets over calendar year 2023.

    10 min read 

    Read more

    NEWS & UPDATES | 19 JAN 2023

    How to create a budgeting plan

    Managing your finances is a vital skill that can help you to take control of your economic wellbeing. One of the primary tools for financial success is a well-crafted budgeting plan.

    3 min read 

    Read more

    NEWS & UPDATES | 19 JAN 2023

    Smart money moves to make in your 40s and 50s

    Your 40s and 50s is a time when you should be taking advantage of your earning power to plan ahead, whilst also enjoying the present.

    Here are a few steps to make the most of your income during this important part of your life.

    3 min read 

    Read more

    NEWS & UPDATES | 19 JAN 2024

    How to set money goals: specific, optimistic, time-bound, and measurable

    Understanding how to set (and achieve) money goals can positively impact your financial wellbeing.

    Here, we'll cover four key elements of goal setting to take control of your financial future.

    4 min read 

    Read more

    NEWS & UPDATES | 19 JAN 2024

    How to save money, no matter your age

    Saving money is a key component of financial success. Here, we'll share some practical tips so you can make informed decisions to help secure your financial future.

    5 min read 

    Read more

    NEWS & UPDATES | 19 JAN 2024

    Managing money as a family: things you should know

    Managing money as a family requires a delicate balance of collaboration, communication, and careful decision-making.

    Here, we'll explore key aspects of family financial management to help you navigate the complexities and make informed decisions.

    6 min read 

    Read more

    NEWS & UPDATES | 17 JAN 2024

    Saving in a high interest account: what you need to know

    In this article we look at how you can maximise your earnings from a high interest savings account.

    6 min read 

    Read more

    NEWS & UPDATES | 17 JAN 2024

    Smart financial moves in your 50s and 60s

    Here are five financial moves to make in your 50s and 60s so the next few decades can be the best years of your life.

    5 min read 

    Read more

    NEWS & UPDATES | 17 JAN 2024

    Building wealth in your 40s

    If you’re in your 40s, you’re probably in a more stable financial position than you’ve ever been. Here’s how you can set yourself up for a successful future.

    7 min read 

    Read more

    NEWS & UPDATES | 17 JAN 2024

    How to build wealth in your 30s

    In your 30s and looking to build wealth? Here’s some simple tips to start generating wealth now so you can chill later.

    5 min read 

    Read more

    NEWS & UPDATES | 5 DEC 2023

    The first home super saver scheme: a handy guide for homebuyers

    The First Home Super Saver Scheme is a valuable initiative to help first-time buyers overcome the challenges of entering the property market.

    6 min read 

    Read more

    NEWS & UPDATES | 5 DEC 2023

    Mortgage vs super: where should I put my extra money?

    It’s a dilemma many of us face – are we better off directing extra money to our mortgage or super? As with most financial decisions, it’s not a one-size-fits-all-approach.

    8 min read 

    Read more

    NEWS & UPDATES | 20 NOV 2023

    Is it worth salary sacrificing into super? 

    We explore the ins and outs of salary sacrificing into your super and help you determine if it's worth considering as part of your financial strategy.

    6 min read 

    Read more

    NEWS & UPDATES | 20 NOV 2023

    Money Mantras: Building financial wellness one step at a time

    Achieving financial wellbeing requires more than just smart investments and strategic planning. We have developed five ‘money mantras’ offering you a roadmap to financial success that is not only effective but also empowering.

    6 min read 

    Read more

    NEWS & UPDATES | 20 NOV 2023

    Withdrawing your super: What’s involved? 

    Many of us assume that our super is inaccessible until retirement, but that is not always the case. There are a range of conditions that enable you to access your super early.

    5 min read 

    Read more

    NEWS & UPDATES | 20 NOV 2023

    Super contribution caps 2023-24

    Knowing the super contribution caps is an important aspect of retirement planning, as understanding the rules can help you maximise your retirement savings.

    4 min read 

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    NEWS & UPDATES | 20 NOV 2023

    Maximising wealth together: Super contributions for your spouse

    Maximising super contributions for your spouse can lead to significant benefits, including tax advantages and a more comfortable retirement for you both.

    5 min read 

    Read more

    NEWS & UPDATES | 20 NOV 2023

    Personal super contributions: what are they and how can they benefit you? 

    What are personal super contributions, how do they work, and why they can be a game-changer for your retirement goals?

    6 min read 

    Read more

    NEWS & UPDATES | 20 NOV 2023

    Effective ways to grow your super

    Super is like a financial safety net that ensures you'll have a comfortable retirement. But here's the kicker – you can't just set and forget it, or at least, not if you want to maximise its value. Here, we'll walk you through some effective ways to turbocharge your super so you can enjoy retirement to the fullest.

    6 min read 

    Read more

    NEWS & UPDATES | 10 NOV 2023

    Carry forward (catch-up) super contributions: how it works

    If you’re looking for ways to potentially increase your retirement savings while reducing tax, carry forward (catch-up) contributions could be a good option.

    7 min read 

    Read more

    NEWS & UPDATES | 26 OCT 2023

    How to achieve financial freedom: comprehensive guide

    In a world of ever-changing economic landscapes, achieving financial freedom has become a universal aspiration. We’ve covered the essential strategies and mindset shifts required to pave the way toward financial independence.

    25 min read 

    Read more

    NEWS & UPDATES

    Economic and market update

    Which key events have been driving markets? Read this article by Senior Economist Bob Cunneen to find out.

    5 min read 

    Read more

    NEWS & UPDATES | 11 OCT 2023

    Are super contributions tax deductible?

    Making additional tax-deductible super contributions can help you save tax while bringing you closer to your retirement goals.

    8 min read 

    Read more

    NEWS & UPDATES | 09 OCT 2023

    The pros and cons of having life insurance inside your super

    When it comes to securing your financial future and protecting your loved ones, life insurance is a key consideration. Here, we'll explore some of the pros and cons of having life insurance inside your super, helping you make an informed choice to suit your own individual circumstances.

    8 min read 

    Read more

    NEWS & UPDATES | 09 OCT 2023

    Life insurance: Key things you need to know

    Life is unpredictable, and while we can't control every twist and turn, we can certainly plan for the unexpected. An essential aspect of this planning is to secure your family's financial future with life insurance.

    8 min read 

    Read more

    NEWS & UPDATES | 09 OCT 2023

    The five stages to keep on top of your money management

    It's easy to overlook the importance of our financial wellbeing, so to help you navigate the path to financial success, we've outlined five stages to keeping your money matters in check.

    7 min read 

    Read more

    NEWS & UPDATES | 11 SEP 2023

    Property investing: the complete guide

    Property investing in Australia can be a lucrative venture, providing opportunities for both long-term wealth accumulation and passive income generation. As with any investment, it's essential to approach it with careful planning and a solid understanding of the local property market. In this comprehensive guide, we will outline everything you need to know to begin your journey as a property investor.

    6 min read 

    Read more

    NEWS & UPDATES | 11 SEP 2023

    What does a mortgage broker do, and should you use one?

    A mortgage broker can play a key role in simplifying the home loan process for you. They offer access to multiple lenders, expert advice, and personalised loan recommendations, potentially saving you time and money.

    6 min read 

    Read more

    NEWS & UPDATES | 11 SEP 2023

    How much can you borrow for a mortgage?

    Securing a mortgage is a significant milestone in our lives. Understanding how much you can borrow (and how much you should borrow) is crucial to making a well-informed decision. By considering your income, debt-to-income ratio, expenses, LVR, interest rates, credit history, and financial goals, you can determine an appropriate borrowing amount that aligns with your financial capabilities and aspirations.

    6 min read 

    Read more

    NEWS & UPDATES | 11 SEP 2023

    Should you fix your home loan?

    Deciding whether to fix your home loan involves a careful analysis of your financial situation, future plans, and the prevailing economic climate. A fixed-rate home loan can provide stability and protection against rising interest rates but may limit your flexibility and potential savings. On the other hand, a variable-rate home loan can offer more flexibility, but it does expose you to interest rate fluctuations.

    5 min read 

    Read more

    NEWS & UPDATES | 11 SEP 2023

    Home refinance loans: what you need to know

    Navigating the world of home refinancing can be complex and overwhelming without the right knowledge, so here we will cover everything you need to know about home refinance loans in Australia, empowering you to make informed choices that suit your financial goals before making this important decision.

    6 min read 

    Read more

    NEWS & UPDATES | 7 SEP 2023

    How super works in Australia: comprehensive guide

    Understanding how superannuation works in Australia, will help you better understand how your money’s being managed so you can make more informed decisions.

    6 min read 

    Read more

    NEWS & UPDATES | 7 SEP 2023

    Pros and cons of self-managed super funds

    While SMSFs are not for everyone, they do offer significant benefits. Running an SMSF successfully requires investment, legal, super and admin skills—or the ability to get help from people who have those skills.

    6 min read 

    Read more

    NEWS & UPDATES | 15 AUG 2023

    Financial Freedom Report

    The findings of this report explore how Australians are currently positioned to live a life of financial independence and freedom which allows them to achieve their dreams. Central to many of these aspirations and hopes is a sense of financial wellbeing.

    Read more

    NEWS & UPDATES | 3 AUG 2023

    Super changes from 1 July 2023

    There are changes affecting super from 1 July 2023 which could impact you.

    4 min read 

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    NEWS & UPDATES | 10 JUL 2023

    2022-23 financial year in review

    Consumers are being squeezed by high inflation, rising interest rates and tighter credit. While these intense pressures may cause a global recession in the coming year, global share markets have delivered very strong returns for the last financial year, reflecting hopes that any economic downturn should be brief. MLC's Senior Economist Bob Cunneen provides a review of what happened in investment markets over the financial year.

    10 min read 

    Read more

    NEWS & UPDATES | 30 JUN 2023

    Five rules of money management

    Here are five rules of money management that can help build a solid foundation for financial wellbeing.

    4 min read 

    Read more

    NEWS & UPDATES | 30 JUN 2023

    How to prepare yourself when you’re speaking to a financial adviser

    Here's a list of actions you can take to prepare before speaking to a financial adviser that can help you achieve the maximum benefit from the discussion.

    4 min read 

    Read more

    NEWS & UPDATES | 5 JUN 2023

    Starting a new job: should you stick with your existing super fund?

    We explore the pros and cons of sticking with the same super fund to help you decide what’s best for you.

    4 min read 

    Read more

    NEWS & UPDATES | 5 JUN 2023

    Side hustles for supplementing income

    More people are turning to side hustles to supplement their income. We explore a range of side hustles that are accessible to people of all ages.

    5 min read 

    Read more

    NEWS & UPDATES | 11 MAY 2023

    Federal Budget key changes

    The 2023 Federal Budget focused on providing cost of living relief through lower power bills, higher welfare payments and more support for small business and housing. 

    5 min read 

    Read more

    NEWS & UPDATES | 31 MAY 2023

    Potential tax savings through super

    Here are five super strategies that could help you save tax before end of financial year.

    4 min read 

    Read more

    NEWS & UPDATES | 31 MAY 2023

    How to take control of your spending habits

    Take control of your finances with these tips to control your spending. From paying down debt to setting monthly budgets, here’s how to take back control of your spending habits.

    3 min read 

    Read more

    NEWS & UPDATES | 31 MAY 2023

    10 tips to improve financial health

    Managing money isn’t always easy and it requires an honest look at your own financial habits, biases, expectations, and cash flow. Where to start? Below are some simple steps to help get you on your way.

    5 min read 

    Read more

    NEWS & UPDATES | 24 APR 2023

    How to find your lost super

    Finding $5 in your jean pocket is great. But imagine finding thousands in super contributions that you had lost track of. Here’s how you can check if you have any lost or unclaimed super.

    4 min read 

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    NEWS & UPDATES | 29 MAR 2023

    A fragile and volatile world

    Global share markets opened the new year with mild optimism that inflation and interest rate risks were becoming more manageable and economic activity was improving. However, a sequence of financial shocks in March have dented this optimism. MLC's Senior Economist Bob Cunneen explains why we seem to be still living in a fragile and volatile world.

    10 min read 

    Read more

    NEWS & UPDATES | 03 MAR 2023

    7 smart money moves to make in your 20s and 30s

    Whether you want to buy a house, build up your retirement nest egg or spend time travelling the globe, these 7 financial tips will help set you up for a better financial future.

    6 min read 

    Read more

    NEWS & UPDATES | 06 FEB 2023

    What to do when your fixed-rate home loan is ending

    In this article, we have explained what to expect when your fixed interest rate ends and how to prepare for it.

    6 min read 

    Read more

    NEWS & UPDATES | 01 FEB 2023

    Super tips for women - take control of your financial future

    Regularly checking your super balance and investing any extra money you receive into your super, are some ways women can improve their retirement savings.

    4 min read 

    Read more

    NEWS & UPDATES | 11 NOV 2022

    How to deal with rising inflation

    We look at some of the ways you can offset inflation by continuing to invest, increasing your income or reducing expenses.

    8 min read 

    Read more

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    RETIREMENT | 21 FEB 2024

    Secure your future: the definitive guide to retirement planning

    This guide underscores the critical importance of comprehensive, strategic, and proactive retirement planning to ensure a financially secure and fulfilling post-work life.

    48 min read 

    Read more

    RETIREMENT | 20 DEC 2023

    What to do if you're 55 and have no retirement plan

    If you’re thinking, "I'm in my 50s and I have no retirement plan. What do I do now?", first of all, take a deep breath, as it’s not too late to start planning for your retirement.

    5 min read 

    Read more

    RETIREMENT | 20 DEC 2023

    Six things to look out for with retirement planning

    We highlight six things to look out for with retirement planning, and importantly, how to avoid the pitfalls.

    4 min read 

    Read more

    RETIREMENT | 20 DEC 2023

    How to achieve a happy retirement

    Whether you're years away from retirement or counting down the days, this guide will help you navigate the exciting path to a happy retirement.

    5 min read 

    Read more

    RETIREMENT | 20 DEC 2023

    Three rules of retirement planning: Build your savings, invest in assets, access government benefits

    Here, we explore three rules of retirement planning that can help you achieve a financially secure and comfortable retirement.

    4 min read 

    Read more

    RETIREMENT | 5 DEC 2023

    Helping your parents financially while saving for retirement

    We address how you can provide for your parents financially while still securing your own financial future.

    6 min read

    RETIREMENT | 5 DEC 2023

    Am I eligible for the age pension?

    Whether you're on the cusp of retirement or just curious about what the future holds, understanding your eligibility for the Age Pension is a very important aspect of retirement planning.

    6 min read

    NEWS & UPDATES | 5 DEC 2023

    Are you retirement ready? Six tips for retirement wellbeing

    Retirement is one of the most significant milestones in our lives, representing the culmination of years of hard work and dedication to a career. To ensure you're as prepared as you can be for a fulfilling retirement, consider these six tips for retirement wellbeing.

    8 min read 

    Read more

    RETIREMENT | 9 NOV 2023

    Transferring your wealth to the next generation

    Having a plan for how and when you want your wealth to be passed on, will help those receiving it understand your intentions and the process. Here’s how to get started.

    5 min read

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    RETIREMENT | 7 SEP 2023

    What is the retirement age in Australia?

    There isn't an official retirement age in Australia but there are generally two age rules that impact when most Australians can retire - preservation age and the age pension.

    7 min read  

    RETIREMENT | 7 SEP 2023

    How much do you need to retire?

    There’s a whole host of factors that will determine your lifestyle in retirement – super, savings, tax, investment strategy and more. There are tools and strategies that can help you enjoy your retirement if you start preparing for it now.

    7 min read

    RETIREMENT | 3 AUG 2023

    How to plan for retirement financially

    We look into the essential steps you should consider to financially secure your retirement, from understanding your living costs to creating a financial plan.

    5 min read

    RETIREMENT | 3 AUG 2023

    Transition to retirement income stream: a complete guide

    We look into the essential steps you should consider to financially secure your retirement, from understanding your living costs to creating a financial plan.

    6 min read  

    RETIREMENT | 3 AUG 2023

    How much is the Age Pension in Australia?

    We look at what the current Age Pension rates are, how much extra income you could earn without losing benefits, and how often it’s paid.

    5 min read  

    RETIREMENT | 10 JUL 2023

    Help your retirement funds last the distance

    We will outline key strategies to help boost and preserve your retirement savings, to help you achieve long-term financial security throughout your golden years.

    7 min read

    RETIREMENT | 10 JUL 2023

    The essentials of estate planning

    Here, we explore the essentials of estate planning in Australia, including key components, legal considerations, and the importance of seeking professional guidance.

    7 min read 

    Read more

    RETIREMENT | 31 MAY 2023

    Keeping your physical and mental wellbeing in retirement

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