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Sam Wallis-Smith

Top answer provided by:Sam Wallis-Smith

Ask an Adviser - Investment Options For Retirement

I am 46 and plan to retire at 60. I would like to plan my finances so that I can retire with adequate income. I currently have around $165K in an industry super fund and...

Does Your Will Protect Your Family's Financial Future?

Does Your Will Protect Your Family's Financial Future?

Protecting our loved ones is something we all care about, but when it comes to financial security, your family may not be as safe as you think.

Retirement Planning Is A Marathon Not A Sprint

Retirement Planning Is A Marathon Not A Sprint

For those who have taken part in a marathon or other endurance sport, you’ll already know that to reach the finish line you need preparation, flexibility and...

Half Of Pre-retirees Risk An Uncomfortable Retirement

Half Of Pre-retirees Risk An Uncomfortable Retirement

New research indicates that more than half of pre-retiree Australians (aged over 50) are on track to fall short of the level required to have a comfortable retirement....

Ash McAuliffe

Top answer provided by:Ash McAuliffe

Ask an Adviser - I Have Two Options In Mind for My...

Considering I am hoping to retire in 2 years and am intending to reduce my working hours, what is the best option for me to take...

Yosha Steeghs

Top answer provided by:Yosha Steeghs

Ask an Adviser - Is a Self Managed Super Fund Right For Me?

I'm 45 with $170,000 in super. Should I get an SMSF? I've heard that they are better because you don't have to pay fees to one of the big institutions and you have more...

Damian Cullen

Top answer provided by:Damian Cullen

Ask an Adviser - Difference Between Pension and Super Funds

What is the difference between a superannuation fund and a pension fund?

Is Superannuation Biased Against Women?

Is Superannuation Biased Against Women?

A recent report prepared by Per Capita in conjunction with the Australian Services Union (ASU), lead to headlines about how our superannuation system is selling women...

Scott Malcolm

Top answer provided by:Scott Malcolm

Financial Advice After Being Medically Retired

I'm a 40 year old single female (one 16 year old child) who has just been medically retired and have an ongoing compensable claim through Comcare. My mortgage is now...

Death Taxes: What You Should Know

Death Taxes: What You Should Know

Some would have us believe that there are no ‘death taxes’ in Australia, but there are, & they are hidden, & whilst we continue to remain complacent the ATO will continue...

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