Retirement

passive income
The Fast Way To A Life Supported By Passive Income

Imagine that, without any effort on your part, enough money regularly pours into your bank account to meet (or exceed) all your living expenses. Suddenly, work becomes optional and a...

Read More...
retire at 65 requires some strategy
How to retire at 65 and keep your money working to support your retirement

Australian retirees are currently facing a ‘double whammy’ when it comes to funding their retirement.  Consequently, if you plan to retire at 65 it requires some strategy to keep your...

Read More...
Superannuation Quiz SMSF Melbourne
How much do you know about superannuation?

If you’re an Australian resident over 18 and earning more than $450 in a calendar month, you are probably contributing to your superannuation in some way. (If you aren't, talk...

Read More...
What services do Financial Planners provide?

We have broken up the service financial planners offer into 6 main areas. It’s all about money. It’s about making it, growing it, leveraging it, protecting it, enjoying it and...

Read More...
Is a DIY Will kit enough?

More than 45% of Australians don’t have a valid Will. If you die without one, your hard-earned wealth (your estate) will be distributed according to the rules of intestacy –...

Read More...
Early access to super

We all know that our superannuation is there to provide for our financial needs in retirement. That means we can’t usually access our super until we reach preservation age and...

Read More...
Who gets your super when you die?

Who decides what happens to your superannuation savings when you die? You may think that you do, but that isn’t always the case. The ultimate decision may be made by...

Read More...
A tale of two retirements – which would you choose?

Sam and Sally Smith have worked hard all their lives, paid their taxes and, now they have retired, they feel they are entitled to a full age pension. Jan and...

Read More...
Estate planning – the basic essentials

It is generally believed that death is final. However, a grieving family knows only too well that the death of a loved one can trigger events that may drag on...

Read More...