How is my insurance taxed?

With the cost of living on the rise, it’s more important than ever to have a financial safety net that protects you and your family in case the unexpected happens. Most Australian employees have some form of life insurance, often through their superannuation fund, but many of us tend to ‘set and forget’. To make … Read more

Prepare for successful buying in 2023

If you’re planning to take advantage of lower property prices and buy in 2023, now’s the time to get organised. Whether you’re looking to buy your first home, move to a different house or invest, you’ll still face competition to secure your dream home, so being ready to move quickly is paramount. A big part … Read more

Super changes for the better

Key takeaways The compulsory super paid by your employer is now 10.5% of your income and is planned to increase to 12% by 2025 The maximum amount you can move from super into a tax-free retirement pension product is now $1.7 million If you accessed money from your super due to COVID, you can now … Read more

Environmental Social Governance (ESG) investing

Find out what ESG investing is and how it works. So you can choose investments that match your goals and values. What ESG means ESG investing is when a fund considers sustainability (including environmental, social and governance factors) to inform their investment strategy. There is a growing demand for ESG investing, also known as sustainable … Read more