Superannuation

How SMSF trustees navigated COVID-19 volatility

How SMSF trustees navigated COVID-19 volatility

Last week, Vanguard and Investment Trends launched the 2020 SMSF Investor Report. This year's report surveyed over 3000 SMSF trustees on their investment priorities and industry outlook, providing an insight into how trustees navigated through COVID-19 volatility…

A beginners guide to long-term wealth...

A beginners guide to long-term wealth...

It's often said that starting out early on one's investing journey will deliver good long-term results…

Don't be retiring when you're retired...

Don't be retiring when you're retired...

For many retirees, low-risk assets such as cash and government-backed bonds are often seen as the safest ways of protecting capital over the long term. Yet, depending on your broad retirement goals and tolerance for risk, putting all your eggs into one or two asset classes will most likely expose you to investment hazards over the long term…

Financial wellbeing...a pillar of good health

Financial wellbeing...a pillar of good health

Much like exercise and eating well, your financial wellbeing is key to living a happy and healthy life. So what is financial wellbeing and how can you improve yours?

EOFY: Time to take stock, why costs matter...

EOFY: Time to take stock, why costs matter...

Maybe its just me, but all too often, perhaps in the drive to achieve better investment results, fee considerations seem to fall off the agenda somewhere along the line…

Financial counsellor or planner: What's the difference?

Financial counsellor or planner: What's the difference?

Ok we get it, knowing where to turn to for financial advice can be confusing sometimes! Financial planners and financial counsellors are both types of financial experts, so which one is right for you?

Warning: Your pension payment could be halved...

Warning: Your pension payment could be halved...

Did you receive a letter from your super fund? There’s no need to be worried about the upcoming changes to pension payments, they’re optional, but you do need to act

What can a CFP do for me?

What can a CFP do for me?

Whatever your life stage, making the right decisions about your financial situation has never been more important. Knowing who to turn to for financial advice is essential. A CERTIFIED FINANCIAL PLANNER® professional is internationally recognised for having the highest education and ethical standards in financial planning. So when you want trusted, credible financial advice, look for a CFP® professional…