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How a Qualified Financial Planner Could Have Helped the Struggling Widow Access Her Late Husband's Superannuation
- PUBLISHED: 13 June 2023
- - Article
The recent case of a widow struggling to access her late husband's superannuation funds from CBUS highlights the vital role a qualified financial planner could have played in her situation. Dealing with the complexities of financial matters after the loss of a loved one can be overwhelming, especially when it comes to navigating the intricacies of superannuation. In this article, we explore how a knowledgeable and experienced financial planner could have assisted the widow in accessing her husband's superannuation funds, providing guidance, support, and peace of mind during a challenging time. Read All
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How to access your Superannuation details via myGov
- PUBLISHED: 07 June 2023
- - Article
- - Superannuation
For advisers, having accurate information is vital to providing good advice. Read All
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How myGov Can be Used To Monitor Your Super
- PUBLISHED: 06 June 2023
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Investment & Financial Advice, Transition to Retirement
A summary of the 12 key items MyGov can help you with in relation to your Superannuation. We include a step by step guide for all the information MyGov offers you. Read All
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There is more to financial success than the numbers!
- PUBLISHED: 03 May 2023
- - Article
- - What is Financial Planning?
This article provides five practical steps to improve your mindset and create a more successful relationship with your money. Learn how to align your values and vision, review your belief systems, find a healthy balance, and practice gratitude to achieve financial success. Discover the importance of mindset in the financial success equation and take action to improve your relationship with money today. Read All
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The Ten things you should consider when establishing a self managed super fund
- PUBLISHED: 02 May 2023
- - Article
- - Self Managed Superannuation
Before establishing a self-managed super fund (SMSF), it is crucial to consider several factors. This article outlines the top ten things to consider, including determining if an SMSF is right for you, understanding the costs involved, choosing a reputable SMSF provider, developing an investment strategy, considering diversification, understanding the rules and regulations, ensuring adequate insurance coverage, keeping accurate records, seeking professional advice, and monitoring and reviewing regularly. Read All
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The Importance of Patience in Share Investing: Insights from Warren Buffet
- PUBLISHED: 02 May 2023
- - Article
- - Self Managed Superannuation, Directly Held Investment Portfolio, Investment & Financial Advice
This article discusses share investing, focusing on the importance of patience in achieving long-term success. It includes Warren Buffet's famous quote that share investing is the transfer of wealth from the impatient to the patient, and provides insights on how to practice patience, diversification, and focus on company fundamentals to succeed in share investing. Read All
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"When the stock market undergoes a 'correction', where does the money disapear to?"
- PUBLISHED: 28 April 2023
- - Article
- - What is Financial Planning?
In this article, learn about the concept of "paper losses" in the stock market and why reported losses during a market downturn do not necessarily mean money has been lost. Discover how value and price differ and how following a sound investment strategy is crucial to success. Read All
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Creating a Plan to Repay Your Debt: A Step-by-Step Guide
- PUBLISHED: 28 April 2023
- - Article
Looking to tackle your debt? Our article provides tips and strategies to create a debt repayment plan, including creating a budget, prioritizing high-interest debts, automating payments, and choosing a repayment strategy. With a case study and advice from a financial adviser, you can take control of your debt and work towards becoming debt-free. Read All
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Aussie bank hybrids vs European securities
- PUBLISHED: 30 March 2023
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Directly Held Investment Portfolio, Investment & Financial Advice
A comparinson between Aussie bank hybrids Vs. European Secrities Read All
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Don't bet on the sale of your business as the only meaningful source of retirement funding?
- PUBLISHED: 23 February 2023
- - Article
- - What is Financial Planning?
The focus of this article is the risks that business owners face if they rely solely on selling their business to fund their retirement. It offers practical advice on how to prepare for the sale or succession of a business, including the importance of building up superannuation. Read All