Articles

Perspectives, tips, commentary, and insights from our team.

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Why every partner needs their own credit card

If your partner holds the only credit card and passes away unexpectedly, the account can be cancelled within days, leaving you without access to funds for even basic expenses.

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Your income is your biggest asset

Most Australians insure their car and home without a second thought, but the one asset that funds everything else, their income, is often left completely unprotected.

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How an extra $50 a fortnight could boost your super

Adding just $50 a fortnight to your super could make a real difference by retirement, thanks to the power of compounding, the tax benefits of salary sacrifice, and the advantage of starting early.

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Does your will cover your super?

Your will doesn’t decide who receives your super, so making sure you have a valid, up-to-date binding death benefit nomination is one of the simplest ways to protect your family and avoid costly disputes.

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How payday super could help your super grow faster

Since 1 July 2026, Payday Super means your employer must pay super at the same time as your wages, so now is a great time to check your payslip, your super statement, and whether your retirement savings are on track.

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What LGBTQ+ couples need to know about financial planning in Australia

Marriage equality gave LGBTQ+ couples equal legal status in Australia, but equal legal rights don’t automatically mean equal financial protection, and ensuring the right paperwork is in place around superannuation, estate planning, and powers of attorney is more important than ever.

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Why dividend growth beats high yield for long-term passive income

Choosing the right dividend strategy can mean the difference between passive income that grows with inflation and one that quietly loses purchasing power over time.

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How to overcome financial FOMO and make smarter money decisions

Financial FOMO is a new kind of money anxiety driven by social media, and with nearly half of Australians saying it has influenced their spending, knowing how to stay focused on your own goals matters more than ever.

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Helping your children without risking your retirement

With Australian parents advancing an estimated $35 billion to their children through the Bank of Mum and Dad, understanding how to provide financial support without compromising your own retirement security has never been more important.

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How to transfer family wealth with confidence

A thoughtful family wealth transfer strategy can help you support the next generation while protecting your retirement security and preserving family harmony.

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What AI in financial services means for you and your money

AI is already shaping how financial advice is built, how fraud is detected, and how super funds manage risk, and understanding where it adds value and where human judgment still matters is something every Australian with a financial plan should know.

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How to maximise your Age Pension entitlement before you retire

Many Australians are leaving Age Pension entitlements on the table without realising it, and with the right strategies around asset restructuring, gifting timing, and deeming, retirees can significantly increase what they receive from Centrelink.

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