292 articles
Beginner
04 m

Your investment choice

Managing my portfolio and super strategies

How to get started with Complete Super or Complete Pension. We run through the simple steps you need to take to begin investing.

Beginner / Advanced
10 m

Avoiding financial trauma

Insurance

Trauma insurance is designed to offer policy holders a lump sum in the case of a serious illness or injury that leads to an extended period off work.

Beginner / Advanced
10 m

A sacrifice worth making

Super

Minimise your tax payments and make more of what you have by making extra contributions to your super.

Beginner / Advanced
08 m

Making it easy

Managed investments

Over your investing life, there will be times when it makes sense for others to do the heavy lifting on investment decisions. Ready-made portfolios do just this.

Beginner / Advanced
6 m

It's a family affair

SMSFs

Many SMSF investors choose to combine their funds with their partner or kids, but it comes with both pros and cons.

Beginner / Advanced
15 m

Franking credits explained

Shares and investment markets

Fully franked dividend, an imputed tax credit or a franking credit? Whatever the name, they stop company earnings from being taxed twice.

Beginner / Advanced
10 m

Avoiding financial disablement

Insurance

Total and permanent disablement (TPD) insurance offers financial support if you are unable to work due to injury and requires careful consideration.

Beginner / Advanced
6 m

SMSF: Individual or corporate trustee

SMSFs

Whether you're setting up an SMSF for one person or the maximum four people, you need to appoint trustees to manage the fund - individuals or a company.

Beginner / Advanced
10 m

Income protection insurance

Insurance

Unless you're retired or independently wealthy, you need a contingency plan if a medical problem leaves you unable to work.

Beginner / Advanced
10 m

Group or retail insurance?

Insurance

The decision on whether to buy a general 'group' insurance or an individually tailored 'retail' product will depend on your personal needs.

Beginner / Advanced
5 m

Using an SMSF to invest in property

SMSFs

With an SMSF you are able to purchase outright or take out a mortgage on a residential property or your business premises.