Timeline to retirement

Speak to us We can’t give you advice, but we can give you all the facts to help you…

Downsizer Contributions

From 1 January 2023, if you are 55 years or older, you may be able to contribute up to $300,000…

Super stapling and choice of fund

When you start a new job, you have to let your employer know where they should pay your super. If…

Aged 50+ and counting down to retirement

Once you’re in your 50s, you might start thinking about retirement. Beyond thinking about what it will be like to…

Market update – October 2023

Economic market update Equity markets have declined for 2 consecutive months. Rapidly rising bond yields have occurred as investors considered…

Putting your COVID-19 early withdrawal money back into super

If you took money out of your super during the pandemic as part of the COVID-19 early withdrawal scheme, you…

Staying positive as you age

We understand that it’s vitally important to make financial plans for your future after you’ve finished employment. But what about…

Capital Gains Tax and Super Contributions

As you approach retirement, you may begin to consider streamlining your investments to prepare for your financial future. For some…

During a market downturn

During a downturn in investment markets, it’s normal to feel nervous about your super balance dropping. Many people worry when…