Month: September 2024

Making the most of your retirement finances

You’ve waited a long time to reach retirement, so how do you make sure your hard earned savings go the distance with you? There are a range of steps you can take before and after retiring to make the most …

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How old is too old for insurance?

Protecting your income during your working years makes sense. But once you – or your parents – grow older, is life insurance still important? We take a look. Life insurance for later in life As you age and your health …

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How do Aussie women’s finances stack up?

Planning for retirement is a daunting task and many Australian women lack confidence in financial decision making. Fortunately, there are some small steps women can take today to make a positive difference to their future. It’s probably no surprise to …

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Get 2024/25 off to a great start

The beginning of the financial year is a great opportunity to review your financial situation, to make sure you’re on track and on top of changes happening across tax and superannuation. Here are five areas that you may wish to …

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Contributions, when are they made?

Thanks to the evolving rules and additional tests, the world of superannuation contributions continues to be a source of confusion, resulting in misunderstandings and genuine errors. Whether it’s the work test, work test exemption, downsizer rule, bring forward rule, or …

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