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About
Our Team
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Our Knowledge Centre
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Retirement, Investment
Proceed with caution Bank of Mum and Dad
The great Australian dream of owning property has become a tall order for first-...
Retirement, Superannuation
The 2021 HILDA Survey: Retirement trends
The Household, Income and Labour Dynamics in Australia (HILDA) Survey follows th...
Retirement, Superannuation
SMSFs: Individual trustee vs. corporate trustee
According to the latest ATO data*, at 30 June 2021, there were over 598,000 self...
Education, Retirement
Finance exercise: A letter from your future self
For some of us, it can be difficult to get ahead financially and stay the course...
Retirement, Estate Planning
Ageing in place: The liveable and adaptable home
According to research*, “Many older Australians say that they desire to ‘age in ...
Retirement
Boosting retirement savings with super contributions
Whether you dream of retiring and travelling the world, caravanning around Austr...
Retirement, Superannuation
Update: ‘Enhancing Super Outcomes For Australians’ legislation
Treasurer Frydenberg delivered the 2021-22 Budget on 11 May 2021. Notably, withi...
Retirement, Investment
Retirement planning and longevity risk
When it comes to the retirement life stage, there are several risks retirees spe...
Retirement
APRA updates: Home loan serviceability and income protection insurance
The Australian Prudential Regulation Authority (APRA) is an independent statutor...
Retirement
Retirement and housing (homeownership)
According to 2016 Census data*, about 76% of over-65s are homeowners, while 12% ...
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