Five simple steps to saving cash (while still having a life)

With cost-of-living pressures, everyone could do with some extra cash right now. One straightforward option is to stop cash leaving your account in the first place. In other words, check you’re not frittering away your hard-earned money by paying more than needed on your bills. And by bills, I mean everything you spend regularly. Your mortgage, insurance and electricity accounts … Read more

Haven’t checked your super balance? Make sure you’re not missing out

havent checked your super balance

Super will soon need to be paid into your super account within seven business days of your regular pay, making it easier to check and grow your savings. Almost half of all working Australians don’t check their super balance¹. But with Payday Super around the corner, and the ATO returning $1.1 billion in unpaid super … Read more

What’s in store for 2026 and beyond?

whats in store for 2026

Prepare for any changes that may be occurring in 2026 and beyond. Looking ahead: What’s changing in 2026? At this time of year, many of us start thinking about what’s next – new goals, fresh opportunities and trying to understand what’s ahead. Over the next year, a number of changes to superannuation, tax and even … Read more

Economic update February 2026

economic update feb 2026

Market developments during January 2026 included: Key Points The domestic equity market took the lead from European and US markets, finishing higher in January, while Real Estate Investment Trusts (REITs) moved lower. US equity markets rose in January in the face of rising geopolitical tension and the start of another US earnings season. Fixed interest … Read more

Understanding longevity risk in retirement

understanding longevity risk in retirement

Australians are living longer than ever before due to a combination of factors including improved healthcare, better living conditions and over all better quality of life. With this longevity comes the challenge of ensuring financial security throughout a longer retirement. Data from the Australian Bureau of Statistics (ABS) shows that life expectancy at birth is … Read more

How to get out of debt

how to get out of debt

In Australia, we’re pretty big on borrowing money. According to figures published by Finder in 2024, Australia takes the number three spot, after Switzerland and the Netherlands in the top five countries with the highest levels of household debt. So, if you’re in debt, you’re certainly not alone in owing money. Mortgage debt is the number … Read more

Having the money talk with your partner

having the money talk with your partner

While you may have been putting off the money talk with your partner, matters of the bank account are very important. In fact, discussing your finances with a long or short-term partner, can save you uncomfortable conversations down the track, especially when you start to manage money together. While you don’t necessarily need to know … Read more

Getting the best from your professional relationships

You might have a regular accountant you see at tax time who helps you sort out what you owe the government, or if you’re lucky, what the government owes you. Sometimes they will make recommendations on how to reduce your tax for the next year. However, for many, there is more that can be done … Read more