A Wealth of Advice

Self-Managed Superannuation Funds Can Have Considerable Benefits for Many

Self-managed superannuation funds (SMSFs) have been the fastest growing sector of the superannuation industry for the past decade, as many investors and retirees have begun to realise the potential benefits. According to data from the Australian Taxation Office (ATO), the number of SMSFs in operation has grown from less than 100,000 in 1994 to 582,000…

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February 7 2017 Article ByJason Dunn (GM Strategy & Distribution)

Striving for Balance with Work and Life

Work-life balance for four out of every ten working Australians is actually getting worse, according to a report by The Australian Institute Think Tank in November of last year. The study also found Australians are donating $110 billion in free labour each year by giving extra time to work without being paid. This means the…

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November 25 2016 Article ByAnne Street Partners

Four Common Retirement Fears (And What to Do About Them)

Retirement is not only a time to relax — it can also be a journey of self-discovery. By facing your fears now and overcoming them, you can pave the way for a more rewarding future. Here are four of the most common retirement fears and some tips for dealing with them. Boredom We may not…

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November 24 2016 Article ByAnne Street Partners

Assets Tests and the Aged Pension: Do New Rules Affect You?

If you need to live in residential aged care it’s likely you will need to pay aged care fees to cover the costs of your care and accommodation, which will be based on your assets and income. Your social security pension entitlements are generally included when calculating your income. There will be changes to the…

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November 24 2016 Article ByAnne Street Partners

10 Steps to Financial Security in Your 30s

Being 30 today is very different from what it may have looked like for our parents. While many baby boomers were married with children by the 25, people today are settling down later, taking time in their 20s to establish their careers and explore the world. This makes financial security potentially both easier and harder…

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November 24 2016 Article ByAnne Street Partners

How to Boost Superannuation Savings

For most of us it is likely that our retirement will be the largest financial event of our life and Superannuation, therefore, is an essential element of our retirement savings plan. The logic is simple – the more you contribute now into your fund, the more comfortable your retirement is likely to be, enabling you…

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November 17 2016 Article ByJason Dunn (GM Strategy & Distribution)

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