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How scammers target your superannuation (and what you can do to protect it)

September 13, 2024

Your super is likely one of your biggest financial assets, and unfortunately that makes it a popular target for scammers. We look at a few tactics they might use and what you can do to help stay safe.

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Surprise retirement expenses you should know about

September 13, 2024

Despite all your planning and budgeting, there’s every chance that you’ll encounter surprise expenses in retirement. We examine just a few.

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Estate planning strategies for blended families

August 15, 2024

Having a blended family can add a whole lot of complexity to the estate planning process. Here are a few strategies to help give you peace of mind.

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Planning for retirement when you have debt

August 15, 2024

If you’re worried about entering retirement with lingering debt, here are a few things to keep in mind.

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Passing on wealth while alive or through a Will: Which is better?

July 31, 2024

Is it better to pass on your wealth with warm or cold hands? As always, the answer depends. But there are a few pitfalls you should be aware of with each.

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The Stage 3 tax cuts are live, what should you do with the extra money?

July 31, 2024

The Stage 3 tax cuts have finally come into effect. We explore a few alternatives to spending the money that might benefit you in the long run.

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Start the new financial year strong with this EOFY checklist

June 11, 2024

As the 2023-24 financial year draws to a close, we bring you a wrap up of important 1 July changes and some strategies to help put you in a strong position for the coming year.

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Federal Budget 2024-25: What you need to know

June 11, 2024

The Labor Government’s 2024-25 Federal Budget was unveiled on 14 May. We look at how the Government plans to manage the cost of living crisis while also keeping inflation in check.

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What you need to know about death & TPD insurance

May 23, 2024

You won’t be blamed for avoiding thinking about death and total and permanent disability (TPD) insurance. But depending on your occupation you might be doing yourself a disservice.

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Can you inherit a family member’s debt?

May 23, 2024

If a relative or loved one dies owing money, does it fall on their next of kin to cover any unpaid debts? The answer might be more complicated than you first thought.

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Unlearning the bad money habits holding you back

November 28, 2023

For financial educator Vanessa Stoykov, changing our attitude towards money means first understanding all the things that shaped it in the first place.

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5 traps to avoid when giving an early inheritance

November 28, 2023

An early inheritance can make all the difference in your child’s life, but there are plenty of issues you’ll need to be aware of before parting with your cash.

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Writing a Will? 4 nerve-wracking decisions you might face

November 28, 2023

Writing a Will can be a daunting — not to mention emotional — task. But without considering these questions, your efforts at end-of-life planning may be incomplete.

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Tips to help with surviving the fixed rate cliff

November 28, 2023

The low fixed rates many Australians locked in over the pandemic period are gradually expiring. If you’re worried about what’s on the other side of the fixed rate cliff, here are some tips to help...

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Why investing in your child’s name can be a bad idea

September 21, 2023

If you’re looking to invest for your child, you should know there can be major drawbacks to doing so in their name.

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Can your super death benefit go to the wrong person?

September 21, 2023

Are you confident your super will go to your preferred beneficiary if you pass away? Here are a few scenarios that might cause trouble for you.

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Your most valuable asset and how to protect it

August 16, 2023

The most valuable thing you own might not be your home, your car, or even your investment portfolio. We look at how to protect this often overlooked asset.

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How AI is supercharging financial scams

August 16, 2023

AI is on the rise, and one group that’s been quick on the uptake has been cybercriminals. Here are just some of the ways the tech is being used to scam and steal.

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Lighthouse Financial Group Retirement Planning

Is early retirement still possible in a high inflation environment?

July 3, 2023

As far as threats to your retirement go, high inflation can be one of the most worrisome. This article discusses a few of the things you’ll need to consider to make your early retirement work.

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Government incentives to help you break free from the rental crisis

May 17, 2023

If you’re renting right now, there’s a good chance that your rental payments have been on an upward trajectory. You’re not alone. According to Domain’s quarterly rent report, we’re in the longest stretch of continuous rental price growth on record. House rents are at a record high across all capital cities, and the same goes…

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How to get back on your feet after a breakup

May 17, 2023

The break up of a long term relationship can be a devastating time. And whatever the circumstances, parting ways with someone you have loved can wreak havoc on every aspect of your life.

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Are you missing out on Age Pension payments?

May 17, 2023

If you receive Age Pension payments, you probably know that these are calculated using Centrelink’s asset and income tests. But did you know that this assessment isn’t set and forget? If you’re not regularly updating your income and assets with Centrelink, you could be missing out on income for your retirement. We cover some reasons…

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Ideas to save on tax before June 30

May 17, 2023

Here are a few things that could help with minimising your tax bill before year end.

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Federal Budget 2023-24 Update

May 11, 2023

Treasurer Jim Chalmers handed down the Labor Government’s 2023-24 Federal Budget last night, and there’s a lot to unpack.

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A round up of 1 July changes and what they mean

July 5, 2022

The start of a new financial year is a good time to check in on new legislation, thresholds, and rates you may need to be aware of when thinking about your finances.

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Q&A: What should I do with my inheritance?

July 5, 2022

I have been left a sizable inheritance and I’m unsure what to do; add to my super, pay down my mortgage, or pass on the money to my kids?

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SMSFs: Individual trustee vs. corporate trustee

March 15, 2022

According to the latest ATO data*, at 30 June 2021, there were over 598,000 self-managed super funds (SMSFs) collectively holding $822 billion in super assets—and there were over 1.115 million members of SMSFs.

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