Master Your Money

With calendar year 2022 just around the corner, it is a great opportunity to start planning your goals for the approaching year. Why not put your finances on top of that list and make 2022 the year you set yourself up financially?

Estate Planning Nominations

With approximately $3.1 trillion held in superannuation assets it is easy to understand that for most Australians, their super is generally their second biggest asset behind their family home. Therefore, it is important your super goes where you want it to when you pass away.

Accessing Superannuation

SECOND to the family home, for most Australians their superannuation is their next biggest asset. The Keating government introduced superannuation to help Australians save for their retirement. So it is quiet common as people’s participation in the workforce slows down or winds up completely, they will want to access their superannuation to supplement their income.

Goal Setting and Retirement Planning

THERE are many considerations that go into retirement planning, however, your goals should be the basis. Goal setting is the first and most important step to getting a real understanding of how to manage your money and plan for your life in retirement.

Superannuation Changes in 2021

THIS year welcomes some big changes that are expected to come into effect for superannuation. For a sector that generally lives by the ethos ‘if it ain’t broke, don’t fix it’ we can expect several significant changes in 2021. The measures were announced in the 2020/21 Federal Budget as part of the Government’s ‘Your Future, … Read more

Retirement – How much money is enough?

ARE you worried you won’t have enough money to retire? Do you worry when you hear terms thrown around like ‘The Million Dollar Retirement Myth’. If so, you’re not alone. Hearing that you need one million dollars saved for retirement will leave most Australian’s feeling worried about their future. Truth be told, many Australian’s are far from having a million dollars saved, … Read more