Smart Financial Decisions at Every Stage of Life
Money decisions rarely happen in isolation. They are shaped by where we are in life, what matters to us, the responsibilities we carry and what we hope to achieve next.…
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In-depth articles about the most important financial topics
Redundancy Later in Your Career: Reset, Rethink and Plan What Comes Next
Being told your role has been made redundant can be unsettling at any age. But when it happens in your 50s or 60s — particularly when retirement is starting to…
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Tips for staying safe online
Investment Scams Investment opportunities that seem too good to be true, probably are. If you’re approached via unsolicited emails or calls from an investment company or financial adviser, it’s crucial…
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Why higher interest rates could make aged care more expensive
If you’re starting to explore residential aged care for yourself or someone you love, you’ve probably noticed that accommodation costs can seem quite daunting. In fact, the average room price…
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Life After Divorce: Rebuilding Financial Confidence
Divorce is one of life’s most significant transitions. Along with the emotional impact, it often brings major financial decisions that can feel overwhelming—particularly if you’re approaching retirement or have already…
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Get prepared for June 30
Tax time is just around the corner, so now is the time to get ahead and find out what strategies may be available to you before 30 June. “The end…
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Payday Super changes – what they mean and how they could boost super for some
Payday Super means employers must pay super at the same frequency as they pay wages. The changes are being introduced to improve retirement outcomes and reduce unpaid super. Moving away…
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Building Retirement Confidence Through Uncertainty
Markets may fluctuate and the future may feel uncertain, but with the right strategy, your retirement plans don’t have to. Economic uncertainty, market volatility and rising living costs can make…
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Resetting Your Retirement Plan After Separation
Separation can change your plans but it doesn’t have to derail your future. Here’s how to take back control and move forward with clarity. Finding yourself suddenly single later in…
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Losing a loved one
One of life’s greatest challenges is the loss of a loved family member – particularly a long-term spouse or partner. Knowing where to start can be a big help at…
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Ten things to know before gifting wealth
What if you opted to give a present that could help shape the financial future for yourself or your loved ones? Before you make that transfer or sign over an…
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Unlocking Financial Secrets for Different Phases of Life
Every stage of life presents new opportunities and new financial challenges. Whether you’re saving your first dollar, juggling a mortgage, or mapping out your retirement, your financial strategy should evolve…
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How to access aged care assistance at home
Ageing comes with wisdom, experience and a lifetime of stories, but it can also bring new challenges. Tasks that once felt effortless may now require support, and while many people…
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When you can access your super early
Super is for retirement – but in some circumstances, you might not have to wait. There are some circumstances where you can access your super before retirement. This includes if…
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12 days of savings: how to keep your holiday spending in check
The holiday season should feel joyful, but between gifts, food, travel and lastminute splurges, the bills can quickly snowball and money stress can rise. If you’d like to celebrate without…
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Protecting your money – Cybersecurity and scam awareness
Your super and investment savings represent years of hard work for a secure future. Unfortunately, they can be a prime target for scammers, causing significant financial loss and emotional distress. Financial…
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Super in Your 60s – It’s Still Not Too Late
If you’re in your 60s and wondering whether you’ve done enough to fund the retirement you’ve dreamed of, you’re not alone. For many Australians, this stage of life brings a…
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Know your new limits under the age pension tests
Understand the latest indexed changes to the pension income and assets tests Receiving the full government Age Pension, or even a partial pension payment, can provide eligible retirees with a…
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How to stay scam safe
Take a sec to check Scammers aim to take advantage of weak security and plan on you being distracted with everyday life. To keep yourself safe: Stop – Don’t share your…
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Salary Sacrifice: Is It Worth It for Your Super?
Superannuation is a powerful tool for building long-term wealth—but simply relying on your employer’s contributions may not be enough to retire comfortably. That’s where salary sacrificing comes in. Making before-tax…
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Why Financial Success Isn’t Just a Numbers Game
It’s easy to assume that achieving financial success is all about numbers—super balances, investment returns, savings goals. But the truth is, the numbers alone don’t paint the full picture. Your…
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When you need a Will and who can help
Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to…
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Superannuation Strategies: Salary Sacrifice vs Personal Contributions
When it comes to boosting your super before retirement, making the right type of contribution can significantly improve your savings and reduce your tax burden along the way. Two common…
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Finance 101: understanding interest rates and why they matter
Learn how interest rates influence loans, savings and investments, and find out why staying informed about interest rates can empower your financial decisions. Whether you’re planning to buy your dream…
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Planning for retirement? Start with these 5 steps
#1: Set clear retirement goals The very first step in retirement planning is to define what you want your retirement to look like. When you hear the word retirement, what…
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