Insights

Key takeaways One of the main things to consider before investing is to have a plan – consider your investment goals including when and how

Key takeaways The various financial factors taken into consideration by the government when determining your eligibility for the Age Pension, such as income, savings, and

Key takeaways How to minimise super fees and insurance contributions How to boost your super while reducing your tax obligations The resources available to manage

Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s a perfect mix of conditions

Aging at home with government-subsidised funding is made possible through the Home Care Packages program. However, a crackdown on what the funds can be used

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

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

If you’re age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is

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

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

Diversification is an investment strategy that lowers your portfolio’s risk and helps you get more stable returns. You diversify by investing your money across different

Monitor how your shares are performing compared to similar companies or the market overall. Stay up-to-date with company, economic and market changes. This gives you