Stuck in the Middle: How the Sandwich Generation in Australia Can Cope Financially
4 Aug

Feeling stuck in the middle? You're not alone.
Supporting both ageing parents and grown-up kids? Here's how to protect your finances without burning out.
More Australians are joining the sandwich generation — juggling care for elderly parents while still supporting children, often well into adulthood. It’s emotionally draining and financially challenging, especially if you’re trying to keep your retirement plans on track. Read More…

SMSFs vs Other Super Funds
12 Oct '24

All superannuation funds aim to provide retirement benefits, but there are key differences between Self-Managed Super Funds (SMSFs) and other super funds. It's important to compare it with other options before deciding. Read More…

Debt Recycling: A Popular Financial Strategy
13 Sep '24

"Debt recycling" is currently a popular strategy being promoted by financial advisers and institutions. A quick online search reveals it’s being marketed as a way to convert non-deductible home loan interest into deductible investment interest, helping homeowners pay off their loans faster while building an investment portfolio or generating additional income. While it may seem appealing, it's important to understand the details. Read More…

The importance of sticking to your financial plan
6 Sep '24

Don't let fluctuations in the share market derail your superannuation investment strategy. Read More…

Super Contributions Splitting
20 Aug '24

Splitting superannuation contributions to your spouse can be a great way to boost your combined superannuation balances which can benefit you both in retirement. Read More…

Breaking up & estate planning
13 Aug '24

A recent decision by the Full Federal Court around a man’s tragic death by suicide clarified the standing of a de facto spouse in the context of a non- lapsing death benefit nomination on a life insurance policy made by the deceased person. Read More…