It’s not easy being the executor of an estate

16 March

Being appointed as the executor of an estate is a significant responsibility that requires careful consideration. While it may be an honour to be entrusted with this important role by a loved one, the reality is that estates can be quite...[Read More]

Planning to retire

15 March

  If you’re planning to retire, you need to consider: your age including if you have reached your preservation age when you can access your super how much tax you will pay on amounts you receive if good leaver conditions apply if you are...[Read More]

Millions to get boost in pension and welfare payments

8 March

Pensioners, the unemployed and students will all receive a boost to their welfare payments under changes soon to kick in. More than 4.7 Australians will benefit when indexation of their payments happens on March 20. Recipients of the age pension,...[Read More]

Higher taxes to hit multimillion-dollar super balances

1 March

Superannuation balances above $3 million will be taxed at a higher rate as the Albanese government hunts for opportunities to improve the budget bottom line. The changes won’t come in for another two years and will apply to about 80,000 people in...[Read More]

Super for retirement, not cosmetic procedures: Jones

23 February

The Albanese government’s proposed superannuation overhaul will stop troubling practices such as surgeons pressuring patients to raid their super to fund cosmetic surgery, the assistant treasurer says. Stephen Jones defends the government’s...[Read More]

Consider for a moment the notion that time is wealth.

16 February

Why Time Is Wealth If you were to choose between money and time, which option would you go for? For some, the answer is easy: it’s money. The reason, of course, is that people measure one’s level of success and wealth by the size of one’s bank...[Read More]

Caravan Life: 3 Key Considerations to Live Off the Grid for Longer

16 February

One of the best things about Australia is that it offers avid caravanners plenty of opportunities to live off the grid and be one with nature. And with so many camping spots in the country, you might even be lucky enough to find an inexpensive or...[Read More]

5 Couple Things To Do on Valentine’s Day

9 February

There’s no denying that Valentine’s Day is a romantic day for couples. However, it can also be fraught with stress if you don’t prepare or plan well ahead. If you need some great ideas on what things you can do with your loved one on...[Read More]

Why is it important to discuss inheritance planning with your family

4 February

While most people write wills, very few families discuss inheritance. Parents avoid discussing inheritance planning with their children due to the subject’s sensitivity. However, avoiding the conversation does more harm than good. For example,...[Read More]

Achieving a feeling of pride in retirement

2 February

Are you the employee who eagerly waits for retirement day or one who fears it because they are not prepared? While there is no blueprint for a happy retirement, some actions can help increase the chances of having an enjoyable life after...[Read More]

Top 10 financial New Year’s resolutions to achieve in the new year

2 February

The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[Read More]

5 Ways to Live Your Best Life After Retirement

26 January

Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth. The only way to make this dream retirement a reality is to have the right retirement...[Read More]

5 Questions to Ask Yourself Before Buying Life Insurance

26 January

Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating...[Read More]

Communicating with a senior — 5 tips for meaningful conversations

19 January

Whether it’s your parents or grandparents who are living with you, providing aged care comes with its own set of challenges. As time passes, you may realise that communicating with a senior can get more difficult as they advance in age. Daily...[Read More]

5 Things to do as you plan for the year ahead

19 January

People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]