Your first SMSF portfolio: Don't overlook fundamentals amid super changes

New SMSF trustees face something of a double challenge in 2017-2018: Coming to terms with the long-standing fundamentals of having your own fund together with the biggest changes to super in a decade....

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To rent or own: retirement living options

In Australia there are both ownership and rental opportunities for retirement living options. Generally the deciding factor of whether you rent or buy is subject to your financial situation....

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The perfect property at an affordable price – it’s not a myth

 So you’ve found your dream home, but it’s in need of a little TLC. While others may see this as a deterrent, this is actually a great opportunity to nab the house of your dreams at a price tag...

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Having an estate plan is more than just having a will

There seems to be a common misconception that having an estate plan is for wealthy people. Wrong. Having an estate plan is for everyone. It is about being prepared, minimising risk and making sure...

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The fascinating world of bonds

Bonds have a reputation for being one of the more boring asset classes, only slightly more exciting than cash. However they are important financial instruments, and if you have superannuation,...

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Don't let your portfolio end up like a gym membership

New Year resolutions and portfolio rebalancing face common challenges. Both spring from the best of intentions. Both can drift into the background as the holiday season draws to a close and the...

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“Tap and go” and then what?

Talk about hammering the plastic. In November 2016 Australia’s 16.7 million credit card accounts were used to make 226 million transactions with a total value of $27.8 billion. We are currently...

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Advocacy to support the rights of older people

Most of the time aged care services work well and the people who use them are happy with the service they receive. However, sometimes there is a problem, and you may need help to speak up and have...

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Why more women need MONEY as a value and it's benefits

By Guest Author Kelly Magowan Having been a career coach for well over a decade and worked with a diverse range of clients from various industries and professions  (men and women), more often than...

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The Good, the Bad and the Ugly

I don’t think anyone would have predicted that 2016 would be quite as eventful as it turned out to be but while a lot happened not a lot actually changed.  To my mind, investing, particularly in...

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