With the summer holidays almost coming to an end, it’s not too late to do your financial planning for a last minute getaway – or start planning for 2019. Here’s how to minimise your financial stress for a well-deserved break.? Plan ahead  The earlier you start planning, the more money you can save. And when it…

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More and more people are turning to self-managed superannuation funds (SMSFs). We explore why SMSFs are becoming more popular and look at their benefits and risks. What is an SMSF? An SMSF is a private superannuation fund that’s regulated by the Australian Taxation Office. You manage it yourself and can have up to four members…

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The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style.         Successful investing can be one of your biggest allies in the quest for long-term financial security. Unfortunately, unsuccessful investing can leave you wishing you’d kept your money in…

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Help your teens and young adults manage how they spend and save. So your teenagers and young adults know how to spend, but do they know how to budget for the things they really want? Learning good money management should be an essential life skill. A reason to save For many teenagers and young adults…

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Significant changes to contribution limits to super could prove a challenge The changes to super and tax laws proposed in this year’s federal budget, then revised and adjusted by the government in September, have been passed through Parliament and are mostly due to take effect from July 1, 2017. That means that you have until…

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How can you give your kids a kick start? Starting an Investment Plan now can help! With the start of the School year underway and the first week back over, now is a great time to start a regular Investment Plan. #startnow#investforyourkids #investmentplan #leadingadvice

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Time to take action for a worry-free retirement. As another year draws to a close we reflect on the events and changes we have seen and how life seems to pass by more quickly every year. For those of us approaching or in retirement, it’s a great time to take stock of your situation and…

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It’s that time of year when thoughts turn to relaxing with family and friends and perhaps getting away from it all. Now is also a great time to reflect on the changes to your situation over the last 12 months and ask yourself – does your financial plan need tweaking or updating?

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A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers  measuring their success by how much they’ve outperformed the market, or their peers, over a given time period. The problem with…

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