Financial

Articles and Calculators to help you grow and protect your wealth.

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Key Investment Principles

The earlier you start investing, the more opportunity your investment has to grow by generating earnings on earlier earnings (otherwise known as compounding).

Compound Interest along with Diversification and Time in Market are important principles for ... more>

Financial Tips for those Starting Out

When you are paying a mortgage, paying for weddings or reducing other debts, saving for retirement may seem improbably - or even impossible!

In this article, we focus on some of the areas of financial planning that could make a difference to your retirement nest egg more>

What is Transition to Retirement

Transition to retirement rules were introduced to allow working Australians aged 55 and over access to their superannuation money while they are still working.

The possibilities. If you are between 55 and 75 establishing a transition to retirement strategy could help you to more>

Your concessional contributions

The checklist covers some of the common events that can cause people to exceed the concessional contributions cap. It can help you understand your contributions and work out what you can do to remain under the new cap. more>

Is a self managed super fund right for you and your family?

DIY or self managed superannuation funds (SMSFs) can invest in a broad range of shares, managed funds, term deposits, property and collectables. With your own DIY super fund you have greater flexibility, however, with it comes responsibility. more>

Account based pension payment minimums 

As in 2008-09 and 2009-10 years, the drawdown relief will be in the form of a 50% reduction in the minimum payments for account-based, allocated and market-linked pensions. This means that the minimum payments amounts for 2010-11 will be as follows: more>