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News

Planning for retirement

Planning for retirement

Retirement tends to roll around a lot sooner than we expect. Laying plans from an early stage will ensure…

Investment Solutions Magazine – Winter 2019

Investment Solutions Magazine – Winter 2019

In this edition of Insights and Investment Solutions magazine, learn about the latest market update on local and international…

Easton Wealth 2020 Awards

Easton Wealth 2020 Awards

With or without the Annual Conference the Easton Wealth 2020 Awards were to continue! In fact the team at…

Investment Solutions Magazine – Winter 2019

Investment Solutions Magazine – Winter 2019

In this edition of Insights and Investment Solutions magazine, learn about the latest market update on local and international…

Planning for retirement

Planning for retirement

Retirement tends to roll around a lot sooner than we expect. Laying plans from an early stage will ensure…

Easton Wealth 2020 Awards

Easton Wealth 2020 Awards

With or without the Annual Conference the Easton Wealth 2020 Awards were to continue! In fact the team at…

Five global themes that may impact your investment portfolio

Five global themes that may impact your investment portfolio

When running a self-managed superannuation fund (SMSF), it’s important for investors to be aware of some of the key…

End of financial year super strategies

End of financial year super strategies

The end of the financial year is a good time to think about how you could grow your super…

Investment strategies for your super

Investment strategies for your super

Your super returns may be doing ok, but could they be better? Being actively involved in how and where…

When unexpected illness strikes

When unexpected illness strikes

In 2010, Wendy was diagnosed with rheumatoid arthritis, an incurable and debilitating condition that changed her life overnight. At…

Sustainable investing – making money and doing good

Sustainable investing – making money and doing good

There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are…

Budget 2019/20 – The Ballot Box Budget

Budget 2019/20 – The Ballot Box Budget

This is a Budget not only designed to showcase the return to surplus (and by default the Government’s economic…

Four types of insurance for the newly divorced

Four types of insurance for the newly divorced

Financial discussions during divorce tend to focus on dividing assets and cash, but managing your insurance is an area…

How mindfulness can help manage your money

How mindfulness can help manage your money

In an age of digital distraction, mindfulness has never been more important. A form of meditation, and a powerful…

Four smart strategies for estate planning

Four smart strategies for estate planning

We all live in hope that when we pass, we’re not forgotten. We’d also like to believe that the…

Four steps to help you protect your income

Four steps to help you protect your income

Many of us don’t hesitate to insure physical assets such as our home, contents and vehicles, but what about…

Did you know gifting can impact your Age pension?

Did you know gifting can impact your Age pension?

What is gifting? But before you gift a significant amount, it’s important to understand how this could impact your…

Diversification – why it should be your best friend

Diversification – why it should be your best friend

This article was originally written by Pendal Group Limited and is shared with permission. Diversification is likely to be…

Top tech tricks to protect the valuable info on your smartphone

Top tech tricks to protect the valuable info on your smartphone

Remember when mobile telephones were brick-like devices that cost thousands of dollars and only had a battery life of…

5 reasons to take your insurance more seriously

5 reasons to take your insurance more seriously

As we move through life, find a partner, raise a family, and maybe start a business, the importance of…

Downsizing

Downsizing

By the time you retire, you have probably collected a considerable amount of home equity and downsizing can be…

Aged care – know what’s involved

Aged care – know what’s involved

Aged care can be a tough subject for many families to broach, but as we enjoy longer lives, there’s…

Developing a retirement savings plan

Developing a retirement savings plan

Some sensible strategies can help you make the most of your assets to enjoy a fulfilling retirement. Don’t leave…

Where there is will, there is certainty

Where there is will, there is certainty

Estate planning might seem like an activity you can afford to put off but in reality it’s something everyone…

Making Sense of Super Reforms – What it Means for You

Making Sense of Super Reforms – What it Means for You

The Government’s broad ranging superannuation reforms to superannuation passed Parliament on 23 November 2016. It’s important to understand what…

Assets tests and the aged pension: do new rules affect you?

Assets tests and the aged pension: do new rules affect you?

If you need to live in residential aged care it’s likely you will need to pay aged care fees…

Shaking the Foundations

Shaking the Foundations

High prices. Fast bidding auctions. A mass of new constructions. The housing market has risen fast in the past…

Mindfulness 101: reduce your financial stress

Mindfulness 101: reduce your financial stress

In today’s hectic world we often spend so much time worrying about the future or lingering in the past…

When death doesn’t have to do us part

When death doesn’t have to do us part

One of the features of a self-managed super fund (SMSF) that is often touted is its flexibility. This exists…

Striving for balance with work and life

Striving for balance with work and life

Work-life balance for four out of every ten working Australians is actually getting worse, according to a report by…

Income protection matters at every age

Income protection matters at every age

Are you looking towards a comfortable retirement in the not too distant future? If you are, you need to…

SMSFs: the five essential facts

SMSFs: the five essential facts

Self-managed super funds (SMSFs) remain a popular vehicle for investors to build their retirement savings. According to the Australian…

Baby Boomers need to get their financial house in order

Baby Boomers need to get their financial house in order

New research by super fund REST has found younger people are concerned about their financial future and worried they…

Splitting heirs – Estate planning after divorce

Splitting heirs – Estate planning after divorce

​Dissolving a marriage is undeniably tough, regardless of the circumstances. Your focus is on getting through one day at…

Is your family lifestyle at risk? Protect your most valuable asset

Is your family lifestyle at risk? Protect your most valuable asset

With escalating property prices continuing to make headline news, it’s no surprise that many people consider the family home…

Estate planning: more than just a will

Estate planning: more than just a will

Estate planning is something everyone should consider. Since no one knows when they will pass away, estate planning should…

Information You won’t get from Unlicensed Accountants #94

Information You won’t get from Unlicensed Accountants #94

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #93

Information You won’t get from Unlicensed Accountants #93

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #92

Information You won’t get from Unlicensed Accountants #92

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #91

Information You won’t get from Unlicensed Accountants #91

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #90

Information You won’t get from Unlicensed Accountants #90

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #89

Information You won’t get from Unlicensed Accountants #89

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #88

Information You won’t get from Unlicensed Accountants #88

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #87

Information You won’t get from Unlicensed Accountants #87

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #86

Information You won’t get from Unlicensed Accountants #86

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #85

Information You won’t get from Unlicensed Accountants #85

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #84

Information You won’t get from Unlicensed Accountants #84

Information You won’t get from Unlicensed Accountants #84 Australian Superannuation to test Capacity of the ASX over next 20…

Information You won’t get from Unlicensed Accountants #83

Information You won’t get from Unlicensed Accountants #83

Retiring Australians & Mortgage Debt The number of Australian retiring with mortgage debt is increasing rapidly. People are working…

Information You won’t get from Unlicensed Accountants #82

Information You won’t get from Unlicensed Accountants #82

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #81

Information You won’t get from Unlicensed Accountants #81

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #80

Information You won’t get from Unlicensed Accountants #80

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #79

Information You won’t get from Unlicensed Accountants #79

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #78

Information You won’t get from Unlicensed Accountants #78

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #77

Information You won’t get from Unlicensed Accountants #77

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #76

Information You won’t get from Unlicensed Accountants #76

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #75

Information You won’t get from Unlicensed Accountants #75

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #74

Information You won’t get from Unlicensed Accountants #74

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #73

Information You won’t get from Unlicensed Accountants #73

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #72

Information You won’t get from Unlicensed Accountants #72

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #71

Information You won’t get from Unlicensed Accountants #71

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #70

Information You won’t get from Unlicensed Accountants #70

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #69

Information You won’t get from Unlicensed Accountants #69

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #68

Information You won’t get from Unlicensed Accountants #68

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #67

Information You won’t get from Unlicensed Accountants #67

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #66

Information You won’t get from Unlicensed Accountants #66

Along with a raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #65

Information You won’t get from Unlicensed Accountants #65

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #64

Information You won’t get from Unlicensed Accountants #64

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #63

Information You won’t get from Unlicensed Accountants #63

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #62

Information You won’t get from Unlicensed Accountants #62

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #61

Information You won’t get from Unlicensed Accountants #61

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #60

Information You won’t get from Unlicensed Accountants #60

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #59

Information You won’t get from Unlicensed Accountants #59

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #58

Information You won’t get from Unlicensed Accountants #58

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #57

Information You won’t get from Unlicensed Accountants #57

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #56

Information You won’t get from Unlicensed Accountants #56

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #55

Information You won’t get from Unlicensed Accountants #55

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #54

Information You won’t get from Unlicensed Accountants #54

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #53

Information You won’t get from Unlicensed Accountants #53

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #52

Information You won’t get from Unlicensed Accountants #52

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Information You won’t get from Unlicensed Accountants #51

Information You won’t get from Unlicensed Accountants #51

Along with this raft of legislative change, the Australian Securities and Investments Commission (ASIC) has also introduced new licensing…

Calculators

Money Health Check

It asks you some easy questions about your personal finances and gives you simple steps and tips to improve your situation.

Budget Planner

Work out where your money is going. Check if you are spending more than you can afford?

Super Calculator

How much superannuation you'll have when you retire. How fees affect your final payout.

Retirement Planner

What income you are likely to have from super and the Age pension after you retire