5 important considerations for 2021-22 EOFY
Taking stock at this time is a great way to check in on your situation and see if any changes are needed in the lead up to 30 June.
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Retirement trends survey
The Household, Income and Labour Dynamics in Australia (HILDA) Survey collects information on many aspects of life. We have published the key findings of HILDA’s 2021 Retirement Trends survey.
SMSFs: Individual trustee vs. corporate trustee
For anyone considering an SMSF, it’s important to consider, among other things, what’s involved in setting up and running one—seeking qualified professional advice in this area can be a worthwhile consideration here.
Market Wrap May 2022
Our monthly review of local and global investment, employment, shares, currency and asset performance. In May, inflation kept escalating.
5 questions that could save you thousands
Five simple questions worth asking yourself that could very well save you thousands of dollars and, in turn, help you to save for a better future.
First Home Super Saver scheme – how does it work?
From 1 July 2022, if you’re a first home buyer you can release up to $50,000 (up from $30,000) from your voluntary super contributions to help you buy your first home.
Investing is nothing without goals
Like studying for an exam, or training for a race, you’re far more likely to succeed if you set yourself goals and continuously track your progress. The same can be said about investing.
Market Wrap April 2022
Australian Equities perform well with all GICS sectors positive. Global shares had a mixed month, Australian shares performed well and the AUD$ gained against the USD$ but fixed income returns for the month were again exceptionally poor.