In this eBook, we will look at the pros and cons of keeping your home and renting it out versus selling it. We will also look at a number of case studies.
In this e-book, we explain the key differences between ETFs, LICs and unlisted funds. We also provide answers to FAQs and outline the pros and cons of each investment option.
If you need to take out life insurance to protect yourself and your loved ones financially, you have three broad options – group life insurance, retail life insurance, or arranging life insurance yourself directly through an insurer.
Exchange traded funds (ETFs) are a managed investment vehicle that you can use to access a wide variety of investment markets.
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.
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.
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”.
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.
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.
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.
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.
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.
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.
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.
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.
If you need to take out life insurance to protect yourself and your loved ones financially, you have three broad options – group life insurance, retail life insurance, or arranging life insurance yourself directly through an insurer.Download for Free