ADVICE TO HELP YOU GET AHEAD
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Education
‘Transition phase’: Five steps to mentally prepare for retirement
Leaving full-time work is a massive life change for many people, but advance planning can help ease the adjustment to life in a slower lane.
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Education
“Too frugal”: How super funds are helping retirees spend their money
The Baby Boomers are moving from saving superannuation to spending it, and the transition has everybody worried.
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Education
2023 Vanguard Index Chart: The real value of time
Why the best chance of investment success is all about time, not timing.
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Success Stories
5 Habits you can learn from financially secure people
Ever looked at a friend who has everything together and thought 'what's their secret?' Here are five habits you can implement to achieve financial security.
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Education
7 ways young Aussies can invest in their future
If you're a young Aussie and the pandemic made a big dent in your savings, career or wealth, don't fret: here's what you can still do about it.
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Education
A retirement plan built to last
Staying the course, and not being distracted by short-term market events, is just as important in retirement as it is at any other time.
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Education
ATO homing in on valuation disclaimers, SMSFs warned
The ATO is now closely analysing the terms and conditions of valuations which may raise risks for SMSFs in relation to non-arm’s length income, warns a specialist lawyer.
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Education
Australians who engage a financial planner have a better quality of life: FPA launches inaugural Value of Advice index
Australians with an active relationship with a financial planner are not only financially better off than unadvised Australians – they also have a better quality of life, according to new research from the Financial Planning Association of Australia (FPA).
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Education
Changes to tax cuts from 1 July
The Government has passed legislation to amend the tax cuts which apply from 1 July this year. The changes are explained below, along with some things you may wish to think about to help maximise your savings.
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Education
Closing the retirement advice gap
The number of retired Australians is set to surge, and so will demand for retirement advice.
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Family First
Combining Finances later in life
Many of us find love later in life, which tends to present more complexities and intricacies when it comes to combining finances. I share some tips on how best to navigate this process.
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Education
Commitment to increase Victorian Homebuyer Fund
The state government has committed to add $1.1 billion to the Victorian Homebuyer Fund.