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Make your money work harder – pitfalls to avoid If there’s one rule of thumb for investors to bear in mind, it’s that “if it…

What to do if you’re 55 and have no retirement plan Key takeaways Strategies for fast tracking your retirement savings nest egg, such as debt…

Super fund performance and unlisted assets Differences in the returns of various super funds have primarily been driven by whether the funds are invested in…

Should you fix your home loan? Key takeaways An understanding of the benefits of fixing your home loan, including payment stability, protection from rate hikes…

Understanding market volatility Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments.…

Three reasons to err on the side of optimism as an investor Introduction The “news” as presented to us has always had a negative bend,…

The importance of rebalancing an investment portfolio Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to…

Economic update November 2023 Economic update October was another difficult month for financial markets, partly reflecting an acceptance among investors that interest rates are likely…

Five facts about life expectancy   With the life expectancy of Australians increasing over the years, most of us can assume we’re going to live…

How to monitor carry-forward concessional contributions You may be eligible to make concessional contributions that are greater than the annual cap if you haven’t fully…

Are you getting the Age Pension you are entitled to? If you are receiving the Age Pension, recent changes to means testing for retirees could…

What is the retirement age in Australia? When will you be ready to retire?  There are two important ages you need to consider when thinking…