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To make appropriate financial decisions to meet your individual needs, it is important that you have a clear understanding of the products, services and strategies that are available. On this page, we provide you with details and resources to help you on your financial journey.

Superannuation flyers
Choosing the right super fund
Consolidating your super
Contributing to super
Defined benefits schemes
Make your salary go further - package it
Package your super and pay less tax!
Salary sacrifice or Government super co-contribution
Self-managed superannuation funds
Superannuation: understanding the basics
Super funds
What is a binding death benefit nomination?
Retirement flyers
Aged care - making an informed decision
Account-based pensions
Centrelink and DVA Service Pension
Centrelink payments and entitlements and work bonus
Managing longevity risk
Nominating a reversionary beneficiary
Transitioning to retirement
What is an annuity
What is a re-contribution strategy?
Investing flyers
Basics of investing
Dollar cost averaging explained
Investing in shares
Invest with confidence in your product provider
Investment platforms
Investment risk and return
Investment risk profiles
Model portfolios
Saving and investing - the fundamentals
Understanding gearing
Insurance flyers
Business insurance
Death cover
Income protection
Insurance explained
Managing your personal risk
TPD insurance
Trauma insurance
Other flyers
Capital gains tax explained
Estate planning
Managing debt
Receiving a redundancy payment