Financial Planning
The “secret” to financial freedom? Persist while others quit
See what it means to persist in the face of market volatility.
Australians need a retirement confidence boost
Giving Australians better access to high-quality and more affordable financial advice is imperative.
High interest and inflation can pay dividends for SMSFs
While much of investors’ attention is naturally aimed towards the impact on mortgage repayments, higher rates are opening massive opportunities for retirees in term deposits, bonds and lower-risk assets, says the director of a leading wealth management firm.
Five questions that indicate how financial literate you are.
Australia has a relatively high level of financial literacy when ranked globally. In
a study of 140 economies, Australia ranked in the top 10 countries for financial
literacy.
Tax alert warning could catch more in the ATO web
It’s not just SMSF trustees that may be caught under the tax alert issued last week in regards to property and arms’ length dealings, warns a specialist SMSF legal expert.
The strong link between advice and retirement confidence
Seeking professional advice could lead to greater confidence in being financially prepared for retirement.
The keys to high retirement confidence
Are you retirement ready? Our inaugural How Australia Retires study has uncovered some common themes that make Australians highly confident about their retirement.
Banking on the Age Pension
The ranks of Australians receiving the Age Pension are increasing. It’s important to understand who is eligible and its role in retirement planning.