
ALL THINGS FINANCIAL
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New year, new savings goals
With the festive season well and truly upon us and the new year just around the corner, many Australians are looking to their hip pockets. So here are a few tips and tools that could help improve your financial health in the new year.

Planning for the Unexpected
Thinking about what happens to our finances when we pass away isn’t something many people enjoy, but in order to keep our loved ones secure its critical we plan ahead. This is where nominating a beneficiary comes in.
Let’s breakdown what a beneficiary is and the different types that exist within super.

Wills and why we need them
Having a Will in place, and keeping it up to date, is one of a few ways you can ensure your family is taken care of in the event of your passing. Here, we break down a few things you need to know about Wills.

Market update – where we are, what’s next and what it means for you
2022 has been a challenging period for the economy, with inflation, increasing interest rates, market correction and falling house prices all adding stock to the uncertainty many are feeling.
So let’s break down what’s been happening and explore why it’s not as dire as some may have us believe.

Is The 4% Rule Right For You
The 4% withdrawal rule is one of the most popular yet controversial concepts in the personal finance world. As with all things financial, it is hotly debated, but is it right for you? Let’s break it down,

A Financially Rewarding Year Ahead
This time of year typically revolves around health and wellness resolutions. However, it is also financial health that could really have a significant impact on the year ahead.
The New Year is a great time to kick start financial goals. We have some ideas for you…

Closing The Gap - Women’s Superannuation
Interruptions to the accumulation of superannuation mean that Australian women retire on average with 47% less super than men.

A Robust Retirement for Life
With potentially three decades, to plan for, retirement requires a greater focus to last the distance.

Examining Dollar Cost Averaging
A time-tested strategy that can take the guesswork out of market volatility and minimise risk.

What’s All the Fuss About Fire?
A deep dive into a financial independence movement that allows advocates to possibly never work again.

Your Tax Time Checklist
Due to COVID-19 working and working from home arrangements may have changed. Some tax items are a little different after a full year of the COVID-19 pandemic.
Here’s a look at what you need to know.

Capital Growth Or Rental Yield
Property investing is usually a long-term strategy, due to the sheer sums involved. So how do you choose the right investment?
We break it down in our latest article: Capital Growth or Rental Yield

What the Covid-19 Vaccine Means for Investors
2021, looking bright with the prospect of global mass vaccination, could see solid returns in the following sectors.

Investing For Children
A financial nest egg for your child could mean no HELP Debt, entry into the property market sooner, an established share portfolio or covering expenses for a career path.


Choosing a Green Investment
More and more, investors are searching to align their values with their investments, pushing companies for greater transparency.

WHAT EXACTLY ARE FRANKING CREDITS?
It’s useful to know whether you might be eligible for franking credits around tax time.

5 SUPER THINGS TO DO BEFORE EOFY
The end-of-financial year will be here before we know it so now's the time to look at your superannuation account.

ACTIVE & PASSIVE INVESTING: 5 THINGS YOU NEED TO KNOW
One of the key challenges people face when choosing investment funds is whether to go for an active or passive investment strategy. Find out the differences between the two.

MANAGED FUNDS VS ETFS
Managed Funds and Exchange Traded Funds (ETFs) are both great investment funds; here are 3 reasons why. Our infographic summarises the differences between these investment strategies.