Insights

While we all hope for good health, the reality is that some of us may struggle at times with sickness or injury. And that may

Why it’s so important to talk about your finances According to this research1, one in two Australians don’t sit down regularly to look at their

Key takeaways Having an SMSF provides more choice and freedom to access investment options that would otherwise be unavailable through a super fund An SMSF

Check the income to declare, when to report a loss, and deductions you can claim for managed investment trusts. Types of managed investment trusts Managed

Key takeaways People who are good with money are aware of their finances. They create budgets so they can be on top of their income

About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or

Transition to retirement rules Under the transition to retirement rules, when you reach your preservation age, you may be able to reduce your working hours without

Key takeaways If you’re an Australian resident and able to access the full Age Pension, you can receive up to $1,096.70 per fortnight for singles

Your superannuation investment grows through: your employer’s compulsory super guarantee contributions (concessional contributions) any voluntary contributions out of your pre-tax income, such as salary sacrifice and personal contributions you’re allowed as

Iron ore has been the backbone of the Australian economy and many investment portfolios for much of the 21st century. Export of the commodity saw

It has been a wild ride for the Australian dollar since the Covid-19 pandemic struck and that could mean good news or bad news for

Key takeaways The power of compound returns cannot be overstated, and the longer your funds have to grow, the better Spreading your investments across different