Insights

Key takeaways One of the main things to consider before investing is to have a plan – consider your investment goals including when and how

If you’re age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is

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

Key takeaways An understanding of the factors that influence the amount you can borrow for a mortgage, such as income and expenses, Loan-to-Value Ratio, credit

Key takeaways According to the Association of Superannuation Funds of Australia (ASFA), to have a ‘comfortable’ retirement, single people will need $595,000 in retirement savings,

While we all hope for good health, the reality is that some of us may struggle at times with sickness or injury. And that may

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

Why it’s so important to talk about your finances According to this research1, one in two Australians don’t sit down regularly to look at their

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

Key takeaways Having an SMSF provides more choice and freedom to access investment options that would otherwise be unavailable through a super fund An SMSF