ADVICE TO HELP YOU GET AHEAD
-
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.
-
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.
-
Education
$3m super tax still likely to be implemented in 2025 despite delays
The government would most likely still proceed with its plan to implement the Better Targeted Superannuation Concessions Bill in July 2025 despite the delay in the controversial legislation passing through parliament.
-
Education
2023 Vanguard Index Chart: The real value of time
Why the best chance of investment success is all about time, not timing.
-
Education
2024-25 Australia Federal Budget Announcement
The Federal Treasurer, Dr Jim Chalmers handed down his third Federal Budget at 7:30PM (AEST) on 14 May 2024.
-
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.
-
Education
7 Simple Ways To Shield Yourself From Cybersecurity Threats
The risks to our personal finances—and our very identity—posed by cybersecurity threats were scary enough before the machines started to think for themselves. Now with the emergence of AI into our daily lives, it seems there is no better time to take another look at this issue and ask the question, “How can we best shield ourselves against cyber threats?” And who better to ask than a leading expert on the topic?
-
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.
-
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.
-
Education
AccountantsIQ, SMSFA, Deakin University to help advice professionals meet looming education deadline
Two new courses are now available for advice professionals to meet the legislated requirements to remain in the Financial Adviser Register.
-
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.
-
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).