Ten things to know before gifting wealth
What if you opted to give a present that could help shape the financial future for yourself or your loved ones? Before you make that transfer or sign over an asset, it’s important to consider …
What if you opted to give a present that could help shape the financial future for yourself or your loved ones? Before you make that transfer or sign over an asset, it’s important to consider …
Over one quarter of a million Australians will start their retirement in 2026. Many more are looking ahead to the time when they can swap their 9 to 5 roles for the freedom of retirement. …
One of life’s greatest challenges is the loss of a loved family member – particularly a long-term spouse or partner. Knowing where to start can be a big help at this difficult time. When a …
As Aussies settle into 2026, many are turning their attention to their finances. MLCs latest survey reveals that more than half of those surveyed (55%) are making financial stability a top priority in 2026. Money …
Prepare for any changes that may be occurring in 2026 and beyond. Looking ahead: What’s changing in 2026? At this time of year, many of us start thinking about what’s next – new goals, fresh …
If 2025 was the year that Australia’s property market roared back to life, 2026 looms as the year it taps the brakes. Price growth is expected to slow, there’s a risk of interest rate hikes …
Thinking about using your super to invest in property? You’re not alone. Australians are increasingly seeking alternatives to traditional investments such as shares and managed funds to build their retirement wealth. Find out if buying …
Shares or stocks are a popular investment for many investors but can be intimidating when you are starting out. Here’s a short guide to help start your journey into investing. What are shares? Shares, also …
Ransomware is a common and dangerous type of malware. It works by locking up or encrypting your files so that you can no longer access them. A ransom, usually in the form of cryptocurrency, is …
What goes up, must come down. Market highs and lows are a normal part of the investment world but they can be hard to handle when it’s your money at stake. Market volatility Investment markets …
Market developments during January 2026 included: Key Points The domestic equity market took the lead from European and US markets, finishing higher in January, while Real Estate Investment Trusts (REITs) moved lower. US equity markets …
Even with interest rates easing, the cost of living remains tough. In some cases, super can offer relief – especially under compassionate grounds or severe financial hardship. Mortgage stress is hitting many Australians hard – …
Technology has made everyday life easier. We take photos without thinking where they’re stored, pay bills without opening a drawer and carry our financial lives around on a device the size of a hand. But …
Estate planning is one of those tasks almost everyone means to get to, yet many only face it during a crisis. Families often describe the same moment. A parent dies, the surviving spouse and children …
Getting on top of your finances is one of the most common new year’s resolutions Australians make. But only 12% of us achieve our goal. Here’s how to be one of them. More than one …
You’ve spent your entire adult life working and now it’s time to kick back and do more of the things that interest you – whether perfecting your golf handicap, travelling the world or spending time …
The assets that make up your estate may include property, bank accounts, investments and superannuation. How your estate will be distributed after your death will depend on who you nominate to be beneficiaries in your …
Providing financial support to your grandchildren can be a meaningful way to invest in their future. From practical steps to financial strategies and legal considerations, there are several ways you can help set them up …
Property investments appear to be on the wane with younger investors as house prices rise: the number of those expecting property will be their biggest investment at retirement is half that of older Australians. So …
Retirement can be a golden opportunity to make changes to your lifestyle and routine and boost your wellbeing in the process. Find out more about the benefits of using your extra leisure time to stay …
The following outlines your obligations as a trustee or director of a corporate trustee of a Self Managed Super Fund (SMSF) and what happens when they are not met. Understand your obligations All trustees of …
Working out how much your business is worth can be an important part of getting finance, attracting investors or selling your business. Here are some suggested steps to help you through the process. Prepare your …
Superannuation is one of the important pillars of savings in retirement for most Australians. After years of working and contributing to your super fund, retirement is when you are finally able to access it. Whether …
Receiving an inheritance may be a once in a lifetime financial opportunity that also coincides with a very difficult, emotional time in your life. Whether you inherit $10,000 or $100,000, your age, life stage, risk …
Your super and investment savings represent years of hard work for a secure future. Unfortunately, they can be a prime target for scammers, causing significant financial loss and emotional distress. Financial scams are on the rise …
Deeming rates changed for the first time in five years in September, which will affect the income the government estimates retirees earn from their investments. At the same time, Age Pension payments and part Age …
Global Trade tensions re-escalated in October, with the US responding to increased rare earth export controls from China with an additional 100% tariff alongside export controls on critical software. This led to the S&P500 experiencing …
Overview The total value of Australian residential real estate is now $11.8 trillion. National housing values are gaining momentum, rising 2.2% over the September quarter alone. Darwin markets are setting the pace for capital growth …
Australians are living longer than ever before due to a combination of factors including improved healthcare, better living conditions and over all better quality of life. With this longevity comes the challenge of ensuring financial …
Super is money from your employer and your own savings you can use when you retire. As you earn an income it keeps growing a little at a time. But if you want to set yourself …