While there are benefits in establishing an SMSF, running your own fund is complex and there are many things you have to consider, including: your investment strategy – setting it and sticking to it the administration of your fund – completing all the paperwork correctly and on time compliance with super and other laws –…
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What are super fund fees? Super fund fees are the costs charged to manage your account and the investments your money is held in. They can cover running your account, managing investment options, processing transactions and providing services like insurance or advice. Some fees are deducted directly from your balance, while others are taken out…
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Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling blindsided. If it happens towards the end of your career it can really throw plans into disarray if you’d hoped and expected to keep working longer. The key is not to panic. Some people discover…
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When it comes to financial advice, everyone is different. Some people want to do it all themselves, only needing help at crucial times such as when they’re changing jobs, retiring or making a large investment. Others want confirmation on the decisions they’ve already made. Or they may want a financial mentor who can help them…
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Not economically savvy? Not to worry, this short guide will help you learn the basics on the economy and improve your financial know how. What is the ASX? ASX stands for Australian Securities Exchange (not stock exchange like many people think). How does it work? The ASX provides a market for people to buy and…
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Marriage breakdown can be highly traumatic and brings a whole new set of issues when it happens later in life. As well as the emotional challenges, there are practical issues to tackle, not least your finances. It’s all the more reason to get organised – a little bit of planning could help you take control…
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Your super balance is one of the strongest signals of how your financial future is shaping up. It’s also one of the first things Australians compare. So it’s no surprise the big question keeps coming up: is my super on track for my age? This guide answers that question with the figures that matter, combining…
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Romance scammers build emotional trust by seeming attentive and expressing intense feelings but money requests follow, often disguised as financial emergencies, travel costs or investment opportunities. Romance scams a top three source of losses Australians lost almost $140 million to romance scams in Australia in 2025, according to the National Anti‑Scam Centre’s (NASC) latest Targeting…
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End of Financial Year (EOFY) is a good time to show your super some love. EOFY often gets us thinking about money and your super deserves its moment too. You don’t need to do everything but a few small moves now could make a big difference over time. Your future self will thank you. A…
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Many Australians today expect to be working well after they would like to retire, new research from Colonial First State shows¹. On average, Australians would like to retire at 62 years of age, according to the study, which tracks how Australians think and behave when it comes to retirement. But most believe 66 is a…
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