Summary What’s the difference between making a concessional contribution and a non-concessional contribution? Content What’s the difference between making a concessional contribution and a non-concessional contribution? There are two types of contributions that can be made to your super account, concessional contributions and non-concessional contributions: 1. Concessional contributions include compulsory Read more…
Summary Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe. Markets hit record highs – US strong economic data – China data impress – Australian jobs hold up We hope you find this month’s Economic Update as informative as Read more…
Summary If you think estate planning is complex, think again. It revolves around two simple questions. Content If you think estate planning is complex, think again. It revolves around two simple questions. Mention the term ‘estate planning’ and thoughts of lengthy documents and complex legal terms often come to mind. Read more…
Summary If you are leaving your employer due to redundancy, you have a great opportunity to make a fresh start. Content If you are leaving your employer due to redundancy, you have a great opportunity to make a fresh start. Now could be the best time for you to think Read more…
Summary The following article was originally published by IOOF. Many of us save and plan for retirement, with our main focus on ensuring we have enough money to live the type of lifestyle that we want. Although this is an important aspect of planning ahead, another key consideration is planning Read more…
Summary What does financial success look like for you? Everyone has different hopes and dreams, but one thing shared by every individual goal is the need for a plan to make it happen. Whether you’re looking to save for an overseas holiday next year or you’re working towards a retirement Read more…
Summary Australians are very happy people. According to the World Happiness Report 2017, we rate number nine in the world. Aussies are blissfully buoyed by a high GDP, as well as social support and freedom to make life choices. According to another measure of happiness not mentioned in the report Read more…
Summary Overseas holidays, new cars and having the latest technology aren’t considered luxuries anymore, but are standard lifestyle expectations of the new ‘average’ Australian, according to new research by MLC, the Australia today report. Content Overseas holidays, new cars and having the latest technology aren’t considered luxuries anymore, but are Read more…
Summary How much you can afford to spend in retirement is determined by a number of different factors including investment markets, your super balance and lifestyle. But is there more you can do to help yourself have a better retirement? Understanding your expected spending patterns and ensuring you have an Read more…
Summary It’s a tough life for today’s average Australian…or so they think…The Australia Today report, conducted by IPSOS, assesses the lifestyle, financial security and retirement plans of 2000 Australians. Content It’s a tough life for today’s average Australian…or so they think… The Australia Today report, conducted by IPSOS, assesses the lifestyle, financial Read more…