I was in studio with Geoff Hutchison for ABC Radio Drive last Friday 3 June talking about what you need to be looking at in the next few weeks regarding your superannuation. I thought a checklist might help those of you wanting to get onto the options I covered. (If...
What official declaration of the COVID-19 pandemic means is front of mind for most of us now. For most of people reading this, it’s the first time we’ve had a pandemic experience. We’re making decisions we’ve never made before. Is it safe to go into work? Should I...
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 try to stay away from politics and religion. We are agnostic in every sense of the word in both categories. They distract from our mission of independent financial education. But we’re jumping in on an issue which is certain to impact voting in the upcoming...
Hands down the most common question asked in our recent ‘Women and Superannuation’ seminars for Department of Local Government and Communities is: “I have some extra income at the moment. Should I use it to pay off my mortgage or put it into...
