14 January 2021
Protecting yourself from super scams

Protecting yourself from super scams

Superannuation is an attractive target for scammers as a significant volume of funds are placed into super funds by Australians. There are some straightforward steps you […]
7 January 2021
Finding your lost super

Finding your lost super

Changing of name, address or job can mean that you lose track of some of your super. This means that there is money that belongs to […]
18 December 2020
Life insurance through your super

Life insurance through your super

Over 70% of Australians have life insurance through their super fund. This acts as a financial safety net through your super if something unexpected happens. There […]
11 December 2020
Conditions to accessing your super

Conditions to accessing your super

You may find that accessing your super is the best way to meet your financial needs in a given situation, for example in the early stages […]
4 December 2020
Self managed super funds SMSF arent just about financial investment

Self-managed super funds (SMSF) aren’t just about financial investment

Individuals may be looking to opt for an SMSF because these provide entire control over where the money is invested. While this sounds enticing, the downside […]
1 December 2020
Transition to retirement

Transition to retirement

The transition to retirement (TTR) strategy allows you to access some of your super while you continue to work. You are able to use the TTR […]
20 November 2020
Super fund categories and what they mean

Super fund categories and what they mean

There are four different categories of super funds. These have different primary features and are more applicable to certain people than they are to others. Retail […]
13 November 2020
What is an annuity

What is an annuity?

An annuity provides guaranteed income for a number of years, or for the rest of your life. It is also known as a lifetime or fixed-term […]
6 November 2020
Super scams What to look out for

Super scams: What to look out for

The market for super funds is extremely competitive. Scammers take advantage of this by promising unrealistic benefits to acquire personal or account details. They are able […]
Client Portal