292 articles
Beginner / Advanced
10 m

When to ditch your old insurance policy

Insurance

If you have decided to roll over your super, you will need to decide whether to keep your existing insurance cover or take out a new policy.

Beginner
5 m

What is a defensive investment?

Defensive investments and fixed income

They don't offer the growth potential of other asset classes, but defensive investments are ideal if you want confidence in how much your super fund is worth.

Beginner / Advanced
10 m

Wills and super: six things to consider

Managing my portfolio and super strategies

If you've ever made a will, the treatment you gave the family home was probably a top priority. But what about your super? It is equally as important.

Beginner / Advanced
10 m

What is super?

Super

Super helps you save for your retirement years. Discover the tax benefits of putting more into super and just how much you can put into super, and when.

Beginner / Advanced
10 m

Strategy is key to super success

SMSFs

To reach any goal, you need a plan of attack. Discover how investment strategy is crucial to your financial future and will help you live comfortably when you retire.

Beginner / Advanced
10 m

A super way to buy insurance

Insurance

You can take life insurance out via your super fund or directly. Regardless of your family situation, having life insurance guards against the risk of financial ruin.

Beginner / Advanced
10 m

Why your super is important

Super

Super is the most tax effective way for us to save for and fund our retirement because of the lower tax rate compared to our personal name.

Beginner / Advanced
4 m

How to buy insurance

Insurance

A quick guide to buying group and retail insurance, once you have decided whether to buy it within your super fund, or directly, with your take-home wage.

Beginner / Advanced
5 m

How do SMSFs work with two plus people?

SMSFs

When there are two or more of you in an SMSF, you need to think about what stage of life you are at and how this influences your decisions.

Beginner / Advanced
8 m

Taking the plunge

Managing my portfolio and super strategies

Working out where to invest your money comes down to knowing what stage of life you are at, which is just how far away retirement is.

Beginner / Advanced
10 m

Insuring your family's future

Insurance

Most Australians are under-insured. There are four different and complementary types of insurance to cover work and medical emergencies.

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.