Insights

About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or

Diversification is an investment strategy that lowers your portfolio’s risk and helps you get more stable returns. You diversify by investing your money across different

If you own a rental property or holiday home, work out if your rental arrangements are for an investment or a business. Common rental arrangements

Check the income to declare, when to report a loss, and deductions you can claim for managed investment trusts. Types of managed investment trusts Managed

Why invest in property? What makes this such a popular option? You can earn rental income plus benefit from capital growth. What’s different for investors

Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so

Monitor how your shares are performing compared to similar companies or the market overall. Stay up-to-date with company, economic and market changes. This gives you

What is a salary sacrifice arrangement? Salary sacrifice is an agreement with your employer to contribute a certain amount of your pre-tax salary or potential

From Proverbs to John Lennon, many people have said it – and the last nine months have been a reminder of its truth: life happens

Your superannuation investment grows through: your employer’s compulsory super guarantee contributions (concessional contributions) any voluntary contributions out of your pre-tax income, such as salary sacrifice and personal contributions you’re allowed as

Step one: what are your financial pain points? When you start making plans, chances are you’ll both come across financial pain points. In other words,