Investment Property: Getting it right

With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a financial success. The latest data demonstrates property’s popularity. One-in-five households (21%) owns a home in addition to their usual residence.i Maximising taxation benefits is one key element but the ATO recently found 9 out of … Read more

What is aged care like in Australia?

Key points: The aged care system in Australia has three main pillars — home care, residential aged care, and retirement villages If you can’t afford aged care services, the Government will help pay for the services you need There are other services that provide allied health and wellness supports Examples of care at home could be extra … Read more

Mistakes to avoid when markets are turbulent

These three common mistakes are easy to avoid. Making them could be costly.  Sharp downturns on global financial markets are always unsettling. Recently and largely in response to growing fears that the United States is heading into a recession, share markets fell heavily before rebounding. Share markets may remain volatile over the short term. But … Read more

5 practical tips for getting your financial foundations right

Think of your finances like your home: how its foundations are built and maintained determines its ability to stand strong for years to come. Money expert Helen Baker shares how you can get your finances in tip-top shape. Most of us are feeling the pinch from the cost of living crisis: essentials like housing, groceries, and energy … Read more

Transition to retirement: Access your super while you keep working

A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so contact your super fund or financial adviser for advice. How transition to retirement works If you’ve reached your preservation age (aged 60) and still working, you can use a TTR strategy to: supplement your … Read more