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Coronavirus, savings and advice on how to make it work for you!!

By John Forwood|2020-06-30T01:47:19+00:00June 30th, 2020|Financial Articles, Managing Money|

A bazillion articles have been written on the coronavirus, and almost as many have been written about the economic impact it is having on our

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Your pension payment could halve in July because of COVID-19 changes to superannuation – ABC News

By John Forwood|2020-06-25T04:14:51+00:00June 25th, 2020|Financial Articles|

When a letter arrived in her mailbox recently from her superannuation fund, retiree Sandra Luntz was at a loss as to what it all meant.Key

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Testamentary trusts: the benefits and considerations

By John Forwood|2019-07-03T05:37:49+00:00July 3rd, 2019|Financial Articles|

Benefits of using a testamentary trust Testamentary trusts are established under a valid will to provide a greater level of control over the distribution of

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  • Life Insurance

WARNING – DO NOT LOSE YOUR INSURANCE

By John Forwood|2019-05-01T01:12:10+00:00May 1st, 2019|Uncategorised|

WARNING – DO NOT LOSE YOUR INSURANCE…  Today, superannuation funds all over Australia will start mailing their members about their

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Australian Federal Budget – What can you believe?

By John Forwood|2019-04-02T03:00:45+00:00April 2nd, 2019|Financial Articles|

Tonight, the Treasurer of Australia, Josh Frydenberg will hand down his first Federal Budget.  It will also be the first budget for Scott Morrison as

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How much is really needed in retirement?

By John Forwood|2018-10-08T03:28:18+00:00October 14th, 2018|Financial Articles, Managing Money|

In the UK in 2014, The Independent Review of Retirement Income (IRRI) was commissioned to look at retirement incomes. Two recommendations from IRRI were: “The

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Superannuation: Add to super in your 30s to retire comfortably

By John Forwood|2018-10-08T03:23:24+00:00October 12th, 2018|Financial Articles, Managing Money|

FOR anyone in their 30s who can afford to put money into their superannuation, now is the time to start. Even just salary sacrificing $50

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Labor’s franking policy is a ticking bomb for all super funds

By John Forwood|2018-10-08T03:14:19+00:00October 9th, 2018|Financial Articles|

The Australian Labor Party (ALP) proposal to limit cash refunds of franking credits will clearly impact many pension phase SMSFs, but we believe it also

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Minding the gap: older women head back to work to bridge superannuation shortfall

By John Forwood|2018-10-08T03:29:29+00:00October 8th, 2018|Financial Articles|

A lack of superannuation, rising rents, underemployment due to raising children or caring for family and marriage breakdown are all factors that can lead women

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Beyond the Royal Commission: 10 super strategies to protect your retirement

By John Forwood|2018-09-25T04:52:52+00:00September 25th, 2018|Uncategorised|

1. Adjust your income during your working life If you have left saving for retirement until later in life, or have suffered financial losses due

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