ETFs – Understanding how Exchange Traded Funds work

Exchange traded funds (ETFs) are a managed investment vehicle that you can use to access a wide variety of investment markets.

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Understanding Aged Care In Australia

If you’re considering Aged Care for yourself or one of your loved ones, it’s important to understand the basics of how Aged Care works in Australia before you make any decisions.

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13 decision making mistakes that investors make…and how to avoid them

It’s important to understand common investment decision-making mistakes and how you can avoid them. At the end of the day, good investment decision-making lowers your risk and improves your returns.

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Understanding The Pension Loans Scheme

The Pension Loans Scheme is a federal government initiative to help Australian retirees to supplement their income. Many Australian retirees have the bulk of their assets tied up in residential property. They are often said to be “asset rich but cash poor”.

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17 Government benefits all retirees should know about

There are specific ages when you become eligible to access a range of government financial benefits in retirement. In this eBook, we look at each of these government financial benefits, their specific eligibility requirements, and how you can claim them.

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Ten trends that will affect retirement in Australia

It seems change is the only constant in these turbulent times. Here are ten trends that will have an impact on the retirement of Australians.

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31 End of Financial Year Tax and Superannuation Tips and Strategies FY2020 – COVID Edition

The purpose of this eBook is to provide information about end of year tax and superannuation planning, with a special focus this FY2020 on COVID related issues.

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Consolidating Your Super – The Ultimate Guide (and mistakes to avoid)

The purpose of this eBook is to provide information on consolidating super. If you’ve changed jobs over the years, it’s likely that you’ll have more than one superannuation account.

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7 Things to know about SMSF Loans (plus Do’s and Don’ts)

Prior to 2007 SMSFs were not allowed to borrow for investment purposes, which meant that property investment wasn’t an option for most fund members. It is now possible for SMSFs to borrow funds under some clearly defined conditions.

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SDA Investment Insights – Specialist Disability Accommodation explained

Is Specialist Disability Accommodation really all that it seems? This eBook provides an overview of the scheme and explores not just the investment opportunity but what the potential pitfalls are.

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How To Transfer Your UK Pension (QROPS)

UK pension transfers to Australia are complicated and time-consuming. This eBook aims to help you understand the continually changing rules on UK pension schemes held by Australian expats.

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Taxation of Employee Share Schemes

If you have shares in an employer/employee share scheme, this eBook has been written to help you navigate some of the questions and issues you may have.

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2017 Superannuation Reform – What this means for you

How will the ‘Fair and Sustainable Superannuation’ package impact you from 1 July 2017? This eBook covers what these changes could mean for you.

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Rentvesting: Your guide to why, when, where and how

A classic question in the property market has always been – buy or rent? Rentvesting allows you to do both. This eBook will help you understand the Rentvesting strategy.

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Top 9 Things to know about Salary Packaging and Mistakes to Avoid

Salary packaging can possibly allow you to pay for expenses from pre-tax salary and increase your net cash flow.

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Our top rated eBook for December 2020

ETFs - Understanding how Exchange Traded Funds work

Exchange traded funds (ETFs) are a managed investment vehicle that you can use to access a wide variety of investment markets.

Download for Free

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