News & Insights

Navigating UK National Insurance: What Australian residents need to know

February 28, 2025

For many Australians who have lived and worked in the UK, understanding National Insurance (NI) can feel like unravelling a complex web. Whether it’s about accessing your UK state pension,…

How much super do I need to retire at 60?

January 10, 2025

Insights, News, Savings, Super

As you approach retirement, your strategy for managing superannuation is likely to evolve. While your personal circumstances will play a significant role in shaping your approach in your 60s, there…

Adding more to your retirement savings: is it worth it?

December 10, 2024

Insights, Investing, News, Super, Tax

Being proactive with your superannuation can significantly boost your retirement savings. Superannuation offers substantial benefits as an investment vehicle, including tax concessions and the power of compounding interest. Why Superannuation…

The secret to raising money-wise kids

November 7, 2024

Budget, Insights, News, Savings

The fear that financial success will ruin the next generation is real. This article offers strategies to ensure that your wealth not only benefits your children but also supports and…

How is your mortgage interest rate determined?

October 3, 2024

Insights, News, Savings

Understanding the factors that determine your mortgage interest rate can help you present yourself as a low-risk borrower and potentially secure a lower rate. In this guide, we explain the…

Transition To Retirement

September 9, 2024

Insights, News, Super, Tax, TTF

Crafting the retirement lifestyle, you’ve earned demands thoughtful preparation. Many people are unaware that upon reaching the required preservation age they can access a portion of their superannuation without having…

Everything you need to know about accessing your super

August 18, 2024

Insights, News, Super, Tax

Understanding when and how to access your superannuation is essential for making informed decisions about your financial future and ensuring you’re prepared for a secure and comfortable retirement. Superannuation is…

5 ways to take control of your finances in the new financial year

July 18, 2024

Insights, News, Savings, Super, Tax

The new financial year is a great time to take control of your finances and get your money working harder for you. Maybe you didn’t quite nail your new year resolutions in…

5 super tax saving strategies

June 12, 2024

Insights, News, Super, Tax

We’re approaching the end of the financial year and many Australians are scrambling for ways to pay less tax. Here are five tax-saving strategies that you can do with your super that…

10 tax tips for getting extra cash this end of financial year

May 17, 2024

Insights, News, Super, Tax

The end of the financial year is almost here and many Australians are scrambling to find ways to reduce their tax. While we encourage taking a longer-term, strategic view on…

News & Insights

Navigating UK National Insurance: What Australian residents need to know

How much super do I need to retire at 60?

Adding more to your retirement savings: is it worth it?

The secret to raising money-wise kids

How is your mortgage interest rate determined?

Transition To Retirement

Everything you need to know about accessing your super

5 ways to take control of your finances in the new financial year

5 super tax saving strategies

10 tax tips for getting extra cash this end of financial year

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