The Reserve Bank of Australia (RBA) might soon raise interest rates, and here's why it matters to you, especially if you have a mortgage...

Andrew & Sylvia, ages 60 and 61, have very little in their superannuation investments at this time, approximately $50,000 each, because...

As you approach your 50s and 60s, the prospect of retirement often looms large. This period of life is a crucial time to make strategic...

The Federal Budget for 2024 offers cost of living relief via tax cuts effective July 1, reduced energy costs, increased welfare payments,...

With only a couple months remaining until the end of the financial year, it's crucial to organize our SMSF and take full advantage of the...

When the Australian Taxation Office (ATO) introduced interpretative decision ATO ID 2012/16 (though it's since been withdrawn, it's still...

Once you first get over the emotional stress of a separation, the financial realities are often not realized until it’s too late.

In a nation grappling with the challenges of an increasingly ageing population, the discussions surrounding wills, estates, and asset...

For parents or relatives of individuals with disabilities, figuring out who will take care of them after they're gone can be tough....

1. Tax is payable on your TPD benefit. 2. Do NOT consolidate any superfunds as this can increase your tax liability. 3. Centrelink and...

In a notable shift, one of Australia's major banks, NAB, has revised its cash rate predictions for February, mirroring the stance taken...

Will you pay tax on your Total and Permanent Disability (TPD) claim? Answer: The TPD claim itself is not taxable, however, the subsequent...

Reflecting on the conclusion of 2023, it emerged as a notable year for stock markets, defying expectations of losses, even for bonds...

I. INTRODUCTION The creation of Family Wealth demands a significant investment of time, hard work, and emotional dedication. However, the...

Key points - The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia too);...

I. INTRODUCTION Accumulating family wealth demands considerable time, effort, and dedication, often involving significant challenges and...

Cameron, aged 47, currently earns an annual income of $160,000 and possesses a superannuation balance of $230,000. Allie, aged 48, earns...

If you are a small business owner considering utilising the capital built up in your business for retirement funding, there are two...

Embarking on the journey of retirement planning might initially seem overwhelming, but delaying this crucial step could jeopardize the...

In the countdown to retirement, bolstering your superannuation fund with extra contributions can be a prudent move. Whether you've come...