Retirement
The top 5 places to visit in Australia for retirees
12 June
Now that youâve retired from the workforce and have all the opportunities to do what you want, youâre ready to take the trip of a lifetime. Â If youâre planning to take a tour across Australia, hereâs a list of 5 top destinations to visit...[Read More]
Greens strike conciliatory tone on super tax changes
12 June
The Greens are âabsolutely readyâ to work with Labor to make proposed changes to superannuation, acknowledging the mandate voters gave the Albanese government at the election. Labor is looking to double the tax rate of super balances above $3...[Read More]
EOFY super and tax strategies: is it too late? What you can still do â and how to get ahead for next year
5 June
As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, itâs not too late. With some focused action in the final month and a proactive start...[Read More]
Super backlash âdoesnât augur well for tax reformâ
5 June
Super backlash âdoesnât augur well for tax reformâ The uproar over proposed changes to superannuation tax concessions does not bode well for the governmentâs chances of passing broader tax reform, Treasurer Jim Chalmers says. First...[Read More]
Retirees working past the age of 70: what to consider
29 May
With increasing life expectancy and shifting financial goals, many Australians are choosing to continue working beyond the age of 70. Whether for financial security, personal fulfilment, or social engagement, part-time work in retirement can offer...[Read More]
Find your next adventure: how to choose a destination, stay on budget & get inspired
29 May
Travel offers a chance to reset, recharge, and reconnect with nature, culture, and the people you love. But with so many incredible places to go and limited time or money, choosing where to go can feel overwhelming. Finding the right destination...[Read More]
Keeping busy in retirement: top 10 ideas for the 70+ age group (especially for those who are single or widowed)
29 May
Retirement can be a fulfilling and enriching stage of life, even more so when itâs approached with purpose and creativity. For those over 70 who are single, whether by choice, separation, or the loss of a life partner, keeping active, socially...[Read More]
Recognising and responding to elder abuse: a community responsibility
29 May
Elder abuse is a growing concern in Australia and globally, affecting individuals often aged 55 and over. While many associate abuse with physical harm, it can also be financial, emotional, psychological, or involve neglect. The reality is that...[Read More]
Navigating market volatility: smart tips for long-term investors
22 May
Ever considered that share market volatility could actually be a good thing? It might not feel that way when headlines scream about falling prices or when you see your portfolio dip. But volatility is a normalâand often necessaryâpart of...[Read More]
Stronger for longer: why resistance training matters after 65
22 May
As we age, itâs natural for our bodies to changeâbut losing strength and mobility doesnât have to be one of those changes. In fact, people over 65 can greatly benefit from resistance training, often referred to as strength or weight...[Read More]
Retire right: why seeking financial advice matters
15 May
Retirement is a major life milestone, representing the beginning of a new, exciting chapter. However, to truly enjoy retirement, careful planning is essential. Many people dream of a retirement filled with travel, leisure activities, and time...[Read More]
Self-Managed Superannuation Fund (SMSF) checklist â summary
8 May
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities. This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
The redundancy checklist
8 May
Facing redundancy can be a challenging and emotional experience. Itâs important to take a calm and considered approach to ensure you make the best financial decisions for your future. A qualified financial adviser can assist you in navigating...[Read More]
The move to aged care: navigating a stressful and rushed transition
1 May
For many Australian families, the decision to move a parent or loved one into aged care often arrives suddenlyâprompted by a health crisis, a fall, or the loss of a spouse. Itâs a period marked by emotional strain, urgency, and confusion. The...[Read More]
Digital literacy in retirement: embracing tech in the golden years
24 April
In todayâs fast-paced world, digital literacy has become a vital skill for people of all agesâincluding retirees.  Far from being just âyoung peopleâs territory,â technology now plays a significant role in helping older adults stay...[Read More]