Can you get a better return on your super?
Key takeaways Understanding the different types of investments in super and how they work, can help you decide if your current investment approach is right
Key takeaways Understanding the different types of investments in super and how they work, can help you decide if your current investment approach is right
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
Key takeaways There may be tax advantages when you contribute to super, especially if you salary sacrifice or you’re eligible to claim a tax deduction
Find out how to save money every day and make a savings plan to stay on track. Separate and automate your savings An online savings account is
Review your investments regularly to make sure you’re on track to reach your financial goals and you’re comfortable with the investment risks. Find out how
What are interest rates? The interest rate is the amount a borrower pays for borrowing money from a lender, which is why it’s often referred
Key takeaways It’s important to remember that interest rate increases are gradual, and while uncomfortable now, they will help to control rising inflation Interest rate
Superannuation (or Super) is a percentage of your income put aside by your employer over your working life to help fund your retirement. It’s a
Key takeaways Salary sacrificing means you agree with your employer to direct part of your before-tax salary straight into your super account. These contributions are
The use of trusts by Australians to hold different assets, including investments in exchange traded funds (ETFs), managed funds, and direct shares, continues to grow.
3d/4 Belgrave St
Kogarah NSW 2217
PO Box 15 Kogarah
NSW 1485
Mon - Fri: 8.30 am - 5.30 pm
Sat - Sun: Closed
Quest Financial Planning ACN 147656022, ATF Quest Financial Planning Trust ABN 21 657 435 200 Authorised Representative No. 405463 is an Authorised Representative(s) of Godfrey Pembroke Group Pty Ltd ABN 38078629973. AFSL 245451, with offices at Level 2, 26 Brisbane Avenue, Barton ACT 2600.
This website is intended to provide general information only and has been prepared by Godfrey Pembroke Group Pty Ltd (ABN 38 078 629 973 AFSL 245451) “GPG” of Level 2, 26 Brisbane Avenue, Barton ACT 2600, without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.