Getting EOFY ready as a property investor

In the lead up to the end of the financial year (EOFY), it’s a great opportunity for property investors to pause, prepare their records, and make sure they’re making the most of what they can claim. Tax time might not be the most exciting part of investing, but a little preparation now can make a … Read more

Why it’s never too early to start teaching your children about money

Here’s how you can help your children build financial literacy Australia is one of the wealthiest countries in the world, yet many Australians struggle with financial literacy. Vanguard’s 2024 How Australia Retires report found that only one-third of Australians were very confident or extremely confident in making financial decisions. While most Australians (56%) were very … Read more

How to financially ease into retirement

Deciding when to retire is a big decision and even more difficult if you are concerned about your retirement income. The average age of Australia’s 4.2 million retirees is 56.9 years but many people leave it a little later to finish work with most intending to retire at just over 65 years.i If you’re not … Read more

Your 30 June superannuation checklist

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June. Even depositing a small amount of extra money into your super account before 30 June this year could make a big difference to your overall retirement balance over the longer … Read more

ASX zombies make a strong case for investment diversification

Here’s what a zombie company is and why they can be a detractor to your returns Australian Securities Exchange (ASX) data shows more than three dozen companies have been delisted from the Australian share market so far this year. The majority of those delistings have been voluntary, at a company’s request. But the remainder have … Read more

The aged care Star Ratings are changing – here’s why

Key points: Star ratings for residential aged care homes are changing to a redesigned Compliance rating and incorporating care minute targets for Staffing ratings from October 1, 2025 271 stakeholders informed the design changes for the aged care Star Ratings system You can use the Find a Provider tool on the government website to gauge … Read more

Thinking about an SMSF? Here’s what you need to know

Some investors find it satisfying to take a do-it-yourself approach to retirement savings – taking on the responsibility for the growth of their retirement savings in a self-managed superannuation fund (SMSF). While you have total control over how your retirement funds are invested within the confines of the laws, many factors need to be considered … Read more

Returning to work after having a baby

Balancing financial and work commitments with caring for children is possible with a little planning. Set clear expectations at work Before you return to work, talk to your employer. Discuss how you’ll manage your new family responsibilities and work commitments. Ask for flexible work arrangements If you’ve been with the same employer for at least … Read more

The benefits of automating your personal finances

In today’s fast-paced world, where every minute counts, managing personal finances can feel like another tedious task. However, thanks to the rise of personal finance automation, managing these tasks, can now be handled with minimal effort on your part. Whether you’re a professional, a business owner or someone who is busy and looking to streamline … Read more