The 2024/25 Financial Year brings minor regulatory changes that may present opportunities to update your superannuation and investment plans. Increase to superannuation contribution caps. Superannuation
The increasing cost of living is making retirement more expensive than ever, according to the Association of Superannuation Funds of Australia (ASFA)1 as the cost
For some Australians, retirement is everything they were promised. Indeed, those retiring today may be healthier than any previous generation. Social researcher Bernard Salt calls
Do you have a twelve-a-day habit? We’re talking seated hours, not cigarettes. Studies indicate that sitting too much and moving too little can be just
Does your money mindset have your back? Or… Does it hold you back? If you’ve never really thought about it, you’d be forgiven. When it comes
The Australian Securities and Investments Commission (ASIC) has warned about a new scam targeting superannuation savings1. Through cold calls, scammers attempt to extract your personal
While the standard of living is constantly improving in Australia, economic disruptions, stagnant wage growth and continually increasing house prices are putting more and more
In 1996, total superannuation assets were $245 billion. By 2007, they had surpassed $1 trillion and had exceeded GDP. Today, Australia’s superannuation system as a
When considering how much super you should have, it’s important to understand that the amount you need is deeply intertwined with your unique circumstances. Your
According to the Australian Competition and Consumer Commission (ACCC), in 2023 financial scams cost Australians around $2.7 billion. Financial fraudsters deceive, manipulate and exploit victims
Do you or someone in your care have a permanent incapacity and receive the Disability Support Pension? As you approach Age Pension age, you (or
Marcus and Fleur, both in their 40s, led active, healthy lives with two teenage kids. Their financial plan was straightforward: work hard until their mid-50s,
