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Financial freedom: A comprehensive guide to achieving true financial independence
Financial freedom: A comprehensive guide to achieving true financial independence In a world where financial stability plays a crucial role in our wellbeing and future aspirations, the concept of financial freedom stands out as a beacon of empowerment. Financial...
Help your retirement funds last the distance
Help your retirement funds last the distance Retirement is a time that many Australians eagerly anticipate, providing plenty of time to pursue hobbies, do more travelling, or simply kick back and enjoy the fruits of your labour. We will outline key strategies to help...
How to upsize your super with a tax-free downsizer contribution
How to upsize your super with a tax-free downsizer contribution Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your home? Downsizing your home in retirement could have several upsides –...
Making downsizer contributions into super
Making downsizer contributions into super If you’re over 55 and looking to boost your retirement savings, you may be eligible to make a super contribution of up to $300,000 from the sale proceeds of your primary residence. On 1 January 2023, the age when eligible...
What are the steps to investing?
What are the steps to investing? Want to invest but don’t know where to start? Here are five basic steps for investing. Define your goals Taking the first step on your investment journey may feel daunting. However, setting clear goals with achievable targets can be a...
How to spend without getting into debt
How to spend without getting into debt Is it really possible to live within your means and still enjoy life? The answer is yes and with just a few important changes you can start spending less and lose the debt. From less than zero to savings hero Debt can be a really...
Avoid the superannuation death tax
Avoid the superannuation death tax While there has not officially been any death duties in Australia for decades, they definitely still exist, albeit under another name – superannuation death benefit taxes. As superannuation assets and individual balances continue to...
What to consider when choosing an investment option?
What to consider when choosing an investment option? Choose investments that are right for you. When it comes to choosing an investment option when you join a super fund, there are several key questions you should ask yourself: Do I understand how asset classes work?...
How to deal with rising inflation
How to deal with rising inflation Between March 2021-22, inflation in Australia rose by 5.1%. Meanwhile, wages only rose by 2.4%1. With the bare essentials becoming – well, expensive, it’s not surprising that many people are looking for new ways to save money or...
Are you on track with your finances?
Are you on track with your finances? When it comes to life stages, we’re all different. Some of us are all set up with a mortgage, a steady career and possibly even kids in our mid-20s, while others are footloose and fancy-free well into our 30s. Some of us are...