Is your financial strategy still working for you?

Is your financial strategy still working for you?

A financial strategy isn’t something you should set and forget. Life moves, circumstances change, the economy shifts, and what once worked may not be as effective as it used to be. It’s good to regularly check in on your financial progress and consider whether your...
Retirement planning checklist

Retirement planning checklist

Planning for retirement early is a proactive financial strategy that offers long-term benefits. Retirement planning involves setting clear financial goals, saving consistently, investing wisely, and anticipating future expenses. The sooner you begin, the more time...
2025 End of Financial Year Tax Planning

2025 End of Financial Year Tax Planning

As the end of the 2025 financial year draws closer, now is the perfect time to start thinking about ways to potentially reduce your taxes and implementing year-end tax planning strategies. We have put together a list of items worth considering and taking advantage of...
Protecting Your Superannuation Account

Protecting Your Superannuation Account

With the recent activity of cyber attacks targeting several major Australian superannuation funds, it is an important time now to review your financial security to protect your super account and personal data. Below is a list of steps we recommend you take to protect...
Lost or unclaimed super

Lost or unclaimed super

‘Lost’ super is money held by superfunds where the member is either: uncontactable – you’ve changed your name, address or job, and your superfund loses contact with you, and your account hasn’t received a contribution or rollover for 12 months...
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