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Unfortunately, planning for retirement isn’t as simple as it once was.  There is no universal route to financial security in retirement. However, there are a few optional steps you can take to ensure you’re feeling confident and secure through your future transition. Here are a few...

Thinking Ahead: Ensure Your Assets Are Protected! A self-managed super fund (SMSF) is a private superannuation fund that is run by an individual or appointed trustee. A SMSF is often more suitable for individuals who have larger supers, a breadth of knowledge in finance and extensive...

As parents, and even grandparents, one of the ways we like to give to our children is through money or financial assistance. There are, however, a lot of issues that can arise when it comes to gifting money. It’s always best to get advice on...

The Australian Government has introduced a new contribution cap – the downsizer contributions cap, which will come into effect as of the 1 July 2018. Whilst this new contribution cap is primarily for people downsizing their main residence, it can be beneficial for many other...

Most people don’t realise or think about the complex issues that arise if you were to die or suddenly become incapacitated. If not planned for, your estate might not be carried out as you would like it to be, causing problems for family and loved...

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