Latest News

Expanding SMSFs for the expanding family?

It has finally happened. Recommended by the Cooper Super System review in 2010, put forward in the Federal Budget four years ago by then Treasurer Scott Morrison and finally passed on 17 June 2021, the maximum amount of members allowed in a Self Managed Super …

Read more

What causes market movements?

What causes market movements?

When the news is filled with headlines about market movements, it’s normal to feel a bit anxious. Here are three things to keep in mind the next time share markets aren’t behaving the way you’d like them to. Markets constantly go up and down As …

Read more

How to spend without getting into debt

Is it really possible to live within your means and still enjoy life? The answer is yes and with just a few important changes you can start spending less and lose the debt. From less than zero to savings hero Debt can be a really …

Read more

What’s the best way to get insurance organised?

Making sure you’re getting the best deal on insurance without missing out on the cover you need can feel like a minefield. Get to know where and how to buy. The low down on buying insurance There’s no two ways about it; insurance can be …

Read more

Understanding different investment styles

When it comes to investing, there’s no one size fits all strategy that can assure success but there are some different investment styles that could help investors achieve their goals. Growth investing, value investing, momentum investing and dollar-cost averaging – these are some of the …

Read more

Say goodbye to tax troubles

Do you find yourself drowning in random receipts when EOFY comes around? Learn to lodge your tax return the easy way with these last minute and longer term tax hacks. Tax paperwork is something few of us take in our stride. In fact, the majority …

Read more

What to consider when choosing an investment option?

Choose investments that are right for you. When it comes to choosing an investment option when you join a super fund, there are several key questions you should ask yourself: Do I understand how asset classes work? What is my level of comfort with risk? …

Read more

Getting smart about savings

Saving money doesn’t come naturally to everyone. Some people are wired to save – for others it takes a bit more discipline; but developing good savings habits can do so much for both your financial wellbeing and your future security. Just like money compounds over …

Read more

Avoid the superannuation death tax

While there has not officially been any death duties in Australia for decades, they definitely still exist, albeit under another name – superannuation death benefit taxes. As superannuation assets and individual balances continue to grow, more and more Australian families will receive a rude shock …

Read more