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Financial Planning and Investing

Are insurers profiting from JobKeeper payments to claimants?

September 21, 2020 by Daniel
man_with_money_umbrella_and_jobkeeper_logo

Does the stimulus payment count as income for those making an income protection claim through their super?

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

Ethical super: Where is your money invested?

August 30, 2025August 31, 2020 by Daniel
piggy_bank_with_plant_growing_out_the_slot

In part four of our series on ethical super, we dig into how ethical funds and options invest.

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

Op-ed: Time for super fund freedom

August 21, 2020 by Xavier
row_of_piggy_banks_superannuation_choice

Everyone should be able to choose their own fund, says the director of Super Consumers Australia.

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 news

Income protection insurance in super: What is it?

August 30, 2025August 10, 2020 by Daniel
family_standing_under_umbrella_insurance

Despite its name, it won’t always replace lost income.

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

Industry offers temporary fix for junk TPD insurance in superannuation

August 30, 2025August 5, 2020 by Daniel
australian_dollars_in_a_superannuation_jar

The cover is much harder to claim if you’re unemployed, casual or part-time, because of the ‘activities of daily living’ test.

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

Insurance in super ill-suited for mental health conditions

August 30, 2025August 3, 2020 by Daniel
woman_worried_about_TDP_insurance_disability

ASIC found that ADL tests aren’t delivering for mental health claimants

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

The pros and cons of making contributions to your super

August 30, 2025July 20, 2020 by Daniel
young_parent_going_through_finances_at_home_while_looking_after_daughter

Super contributions can boost your savings, but how do they compare to other investments and what are the tax implications?

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, coronavirus topic, Super Consumers Australia

Avoid scams targeting early access to super

August 30, 2025July 16, 2020 by Daniel
person_answering_call_on_smartphone

These simple tips will help keep your retirement savings safe

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

Making the right financial moves during the COVID-19 coronavirus outbreak

August 30, 2025April 7, 2020 by Andy Kollmorgen
getting_phone_financial_advice_over_the_phone_during_COVID-19

Along with government payments, there are a lot of free resources out there for financial victims of the coronavirus. 

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 investigation, coronavirus topic

Should you access your super early? Here’s what to consider 

April 6, 2020 by Daniel
young person checking finance

People financially affected by the coronavirus pandemic can access some of their super, but what will it cost long-term?

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, coronavirus topic
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