An important part of an estate plan is making sure your affairs are in order prior to your passing. In this animation, we discuss superannuation death benefits, eligible beneficiaries and different types of beneficiary nominations you can make. Launch video...   This article appeared … [Read more...]

For those who have taken part in a marathon or other endurance sport, you’ll already know that to reach the finish line you need: 1. Preparation, 2. Flexibility, 3. And, perseverance. In many ways, retirement planning is quite similar. Below we take a look at some of the key … [Read more...]

The end of financial year is close. In this article, we look at end of financial year planning strategies that may be worth considering, when it comes to tax and superannuation. Read more... … [Read more...]

You’ve probably heard the saying, “Don’t put all of your eggs in the one basket”, but what does it mean? In this article, we explore the importance of diversification when it comes to portfolio construction. Read more... … [Read more...]