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How first home buyers accessed $415m under the First Home Super Saver Scheme

Rachael Beveridge August 21, 2024 No Comments

Did you know, you could take advantage of potential tax benefits inside super to save for your first home? It’s been called the Australian Dream by many – owning a…

Five rules of money management

Rachael Beveridge August 21, 2024 No Comments

No matter your income level or financial goals, everyone can benefit from developing strong money management skills. Here are five rules of money management that can help build a solid…

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

Rachael Beveridge August 21, 2024 No Comments

Key takeaways Retirement planning is one of those things that often gets pushed to the back burner. When you’re young, it’s easy to convince yourself that retirement is light years…

The money conversations you need to have

Rachael Beveridge August 21, 2024 No Comments

Although it can feel uncomfortable, talking about money is a good thing. Get some help from the experts to start positive conversations and keep things on track. Making money talk…

Make your money work harder – pitfalls to avoid

Rachael Beveridge August 21, 2024 No Comments

If there’s one rule of thumb for investors to bear in mind, it’s that “if it looks too good to be true, it probably is”. Be aware The expression “a…

Five lessons learned in 2023

Rachael Beveridge August 21, 2024 No Comments

1. Interest rate cycles can be different Students of economics are taught that monetary policy works with long and variable lags, up to 12-18 months. We had assumed that in…

An introduction to managed funds

Rachael Beveridge August 21, 2024 No Comments

Managed funds may give you access to a broader range of investment types by pooling your money together with other investors. Find out how they work and if they’re for…

A guide to SMSF insurance and estate planning

Rachael Beveridge August 21, 2024 No Comments

Making a decision about life insurance is an essential part of your self managed super fund’s investment strategy and can provide a valuable benefit for members. Do your members need…

Want to earn more and keep your Age Pension

Rachael Beveridge August 21, 2024 No Comments

Many people continue, or even start, working once they’ve reached Age Pension age. This may be for social reasons, personal fulfilment or to maintain their standard of living. With the…

The transfer balance cap – how does it work again

Rachael Beveridge August 21, 2024 No Comments

In the 2016 Federal Budget, the Government introduced the transfer balance cap as part of a broader superannuation reform package. The transfer balance cap imposes a lifetime limit on the…

Mortgage vs super where should I put my extra money

Rachael Beveridge August 21, 2024 No Comments

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…

Falling inflation – what does it mean for investors

Rachael Beveridge August 21, 2024 No Comments

Key points Introduction The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last two years –…

Archives

How first home buyers accessed $415m under the First Home Super Saver Scheme

Five rules of money management

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

The money conversations you need to have

Make your money work harder – pitfalls to avoid

Five lessons learned in 2023

An introduction to managed funds

A guide to SMSF insurance and estate planning

Want to earn more and keep your Age Pension

The transfer balance cap – how does it work again

Mortgage vs super where should I put my extra money

Falling inflation – what does it mean for investors

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