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Financial Planning and Investing

Should superannuation be used for housing?

August 30, 2025March 24, 2021 by Daniel
superannuation_and_housing

We take a closer look at the recent proposals.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article investigation

What are reverse mortgages and the Home Equity Access Scheme?

August 30, 2025March 8, 2021 by Daniel
people_looking_over_a_contract

Releasing home equity can give you more to spend in retirement.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer

What’s the best thing to do with your super in retirement?

August 30, 2025March 1, 2021 by Daniel
piggy_banks_savings_in_retirement

Using your savings more efficiently can give you a better lifestyle at the end of your working life.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer

A super fund merger could shave almost $15,000 off your fees

August 30, 2025February 22, 2021 by Daniel
dripping_one_hundred_dollar_bill

A new yearly test could see fewer funds, more in your nest egg.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article investigation

Financial adviser review websites and adviser listings

August 30, 2025January 14, 2021 by Andy Kollmorgen
getting_financial_advice_from_financial_advisor_lead

There’s growing demand for quality one-off financial advice, but finding a trustworthy adviser can take some effort. 

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning, Financial Planning and Investing, Money Tags Article news

Junk TPD insurance set to return in 2021

December 22, 2020 by Daniel
junk_insurance_claim_rejected

Consumer protection measures put in place during COVID-19 are about to expire.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer

How to compare super funds

August 30, 2025November 23, 2020 by Andy Kollmorgen | Daniel
piggybanks_of_varying_sizes_on_balance

Five simple tips to keep in mind when shopping for a super fund.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer

Can MySuper dashboards help you find the best super fund?

August 30, 2025November 4, 2020 by Daniel
mysuper_dashboard

Experts say these information portals aren’t encouraging fund switching.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article investigation

Ethical super: Will your nest egg be better off?

August 30, 2025October 27, 2020 by Daniel
superannuation_young_girl_holding_a_plant

In part five of our series on ethical super, we take a look at the performance of ethical funds and options.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article investigation

What the budget means for super members

August 30, 2025October 8, 2020 by Daniel
dollar_symbol_on_a_piggy_bank

The government announced changes to super, which come into force in July 2021

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer
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