Guides

Guides to help your financial wellness grow

Superannuation

• Choosing the right super fund
• Consolidating your super
• Contributing to super
• Defined benefits schemes
• Package your super and pay less tax!
• Salary sacrifice or Government super co-contribution
• Self-managed superannuation funds
• Splitting superannuation contributions
• Superannuation: understanding the basics
• What is a binding death benefit nomination?
• Women and super
• Leaving your employer

Retirement

• Aged care - making an informed decision
• Account-based pensions
• Centrelink and DVA Service Pension
• Centrelink payments and entitlements and work bonus
• Nominating a reversionary beneficiary
• Transitioning to retirement
• What is an annuity
• What is a re-contribution strategy?

Insurance

• Business insurance
• Income protection
• Personal insurance explained
• TPD insurance
• Trauma insurance

Investing

• Bonds
• Dollar cost averaging explained
• Introduction to investing
• Investing in shares
• Investment platforms
• Investment risk and return
• Investment risk profiles
• Model portfolios
• Saving and investing - the fundamentals
• Understanding gearing

Other

• Capital gains tax explained
• Estate planning
• Receiving a redundancy payment