...without missing out today If you’re looking for a way to start saving for your retirement, but still enjoy your lifestyle today, you’re not alone. Recent research shows 54% of Australians aged 55-64 want the same thing. No doubt you already have a cashflow system in place,...
The same approach to managing day-to-day money can be applied to long-term investments. It was Carrie Bradshaw, of Sex and the City fame, who said: ‘I like my money where I can see it – hanging in my closet.’ While that might sound trite, it’s not far...
Are you planning to boost your retirement income by doing some part-time work once you eventually retire? Perhaps you have included the expectation of some paid work in your calculations about how much you need to finance your retirement.
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If you're wondering how you'll make ends meet this silly season, check out these tips on how to spend, without spending every cent. Summer in Australia can often be one of the busiest times of year with end-of-year work parties, Christmas, family gatherings, mini holiday breaks,...
How you’d like to spend your retirement is as unique as you. From the big life changing goals, to the smaller, more personal ones that give your life meaning. There’s no defined age you must retire by, and it isn’t just about your finances. Your state...
It’s that time of the year when our thoughts turn to summer holidays, but amid the excitement of choosing a destination, don’t forget to arrange travel cover. In the last three years, one in three Australians have headed off internationally without the protection of travel...
A surprising number of older SMSF deeds pre-dating the 2008 financial year still remain, some of which contain inappropriate clauses exposing members to unforeseen risks, an industry lawyer warns.
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It may be time to reconsider some myths about property investment. With so much emphasis on property in the media, it can be difficult to sort fact from fiction. But before investing in any type of asset—including property—it pays to consider the pros and cons, and...
With the festive season just weeks away, Australians are gearing up for the annual peak spending period, and the growth of digital payment options could be widening the gap between what we regard as our spending limit and the balance of our bank account. The disconnect...
Statutory wills are being neglected in situations where a family member has lost capacity with the absence of an established will, according to Australian Unity Trustees.
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He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.