Do you need a Self-Managed Superannuation Fund (SMSF) …or do you just WANT one? SMSF’s are an absolute boom industry in Australia. There are around 600,000 of them operating and well over a million members involved in them. So, are they a good idea?...
Oh yay I’ve got my Superannuation Annual Statement! Fran’s put together 5 Simple Steps to help you Understand and Review your Superannuation Statement: Firstly, pat yourself on the back. You’ve kept your contact details up to date and your fund knew where to...
We’re thrilled to share the TEDxUWA talk Lacey delivered on 13 October 2018 to over 400 people at UWA’s Octagon Theatre: Prefer to read? Here’s the transcript: A decade ago, I was the definition of time-poor. I was on the fast track to a VP role in a...
How to save money is a popular question, and it’s sad that most answers leave people rolling their eyes and changing nothing. The problem with most saving strategies is they’re hard work. You have to think a lot. You have to change habits. Far better to have a...
When we hear ‘lost super’, we imagine lots of funds that we don’t know about. This story is about another kind of lost super. It’s the money you had in your super account, but it’s disappeared. So, could 93% of your superannuation...
I recently had an interesting (and somewhat frustrating) discussion with a financial planner about making extra superannuation contributions. In general, she thought it was a good idea. In general, I was against it. We both agreed that specific situations warranted...
