Is it time to spring clean your finances? 2

Is it time to spring clean your finances?

Springtime is a time of renewal, a chance to enjoy the sunshine and the opportunity to rejuvenate the garden. The same also applies to our finances. It’s a good idea to regularly review where your money is invested to ensure your portfolio remains relevant to your needs and expectations. Where … Read more

Wondering what responsible investing is all about? 3

Wondering what responsible investing is all about?

You may have heard about socially responsible investing – or possibly sustainable investing. Whatever the name, here’s what it means in practice. We spend a large part of our lifetime saving for retirement, with around 10 per cent of our pay packet heading straight for our superannuation fund. It’s little … Read more

3 golden rules that make saving for retirement easier 4

3 golden rules that make saving for retirement easier

If you’ve thought about how much money you need to save so you can retire comfortably, it might feel a little daunting. Maybe so much so, you’d rather not think about it at all. But, according to AMP Technical Strategy Manager John Perri, there are three simple rules anyone can follow … Read more

Roughly 500,000 Australians plan to retire in the next 5 years. 5

Roughly 500,000 Australians plan to retire in the next 5 years.

According to the ABS, some half a million people intend to retire within 5 years. While many Australians will remain working until they can access their superannuation savings and/or the Age Pension, some 32% of people choose to retire beforehand due to health reasons, retrenchment, or a lack of suitable … Read more

Your super checklist for EOFY 6

Your super checklist for EOFY

The lead up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. Certain contributions, which we cover below, may have the ability to reduce your taxable income, or see you pay less on investment earnings. Contributions that could create … Read more

Get retirement ready, no matter your age 7

Get retirement ready, no matter your age

With Aussies living longer than ever, you could be spending many happy years in retirement. But did you know that to maintain your standard of living, you’ll need around two-thirds of your pre-retirement income, for the duration of your retirement? It’s never too early or too late to start taking … Read more

You only retire once. Let’s get it right. 8

You only retire once. Let’s get it right.

Retirement is an exciting time. It’s the long-awaited reward for a lifetime of work and, if you have the right plans in place, the chance to pursue your dreams free from money worries and concerns. Retirement means different things to different people. For some, it may mean traveling the world, … Read more

Why being responsible can be rewarding 9

Why being responsible can be rewarding

The days when ‘green’ investors were the ones who cycled to see their adviser and carried home their investment brochures in a hemp bag are long gone (if they ever existed). Responsible Investing is now the preferred approach for a growing base of investors. As of January 2021, 30% of … Read more

Your 7-point retirement planning checklist 10

Your 7-point retirement planning checklist

You might feel emotionally ready to retire but you’ll want to make sure you’re financially ready too. Socialising with mates, enjoying leisurely activities and indulging in the odd trip away are all things that have likely crossed your mind when thinking about how you’ll spend retirement. Beyond that though, have … Read more

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