Being a smart Santa with your gift budget

When you’re under pressure to give that perfect present at Christmas it can be much harder to stick to a budget. Find ways to make your gift budget go further with our top tips for giving generously without going overboard …

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Christmas Gifts that won’t break the Budget

Christmas is a wonderful time of year in Australia, filled with summer foods, decorations and of course, gift giving. This year will feel even sweeter for many, as friends and family reunite for the first time in months, if not …

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Why should I see a financial planner?

Financial planning is something more and more people are considering as a service they need to help them get the best from their finances and focus on putting their money towards what matters to them most. In fact, according to …

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Should you merge your finances with your partner?

The COVID-19 pandemic has changed many aspects of our daily lives, and romance is no exception. While lengthy separations have led some relationships to end, other couples are choosing to move in together more quickly than they might have expected. …

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5 steps to better financial goals

Everyone has financial goals. Maybe you want to pay off your mortgage early, stop relying on your credit cards, or go on an amazing overseas holiday (once we’re allowed to travel again). Or you might want to set up good …

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What alternative assets bring to your super investment mix

Most of us have heard of the main asset classes: shares, property, fixed interest and cash, but alternative assets are less well known. However, these types of assets can provide further diversification and enhanced returns for your super. Alternative investments …

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Market volatility during COVID-19

Market volatility refers to extreme price movements over a given period. These movements may occur in a particular area, such as real estate or shares, and may be upward or downward. Ever since COVID-19 started spreading across the world in …

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What happens to my super when I move overseas?

You might be leaving the country for a variety of reasons – career prospects, love, adventure, new opportunities – or you may be returning home. While you’ve probably got a checklist of things to cover off before you jet, spare …

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Investing in investment bonds

Investment bonds are long-term investments that may offer tax efficiency to investors on a high marginal tax rate and those investing for children or grandchildren. Unlike traditional investment products, such as managed funds, bonds are a ‘tax paid’ investment. This …

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