Plenty of Australians feel like this right now: worried about world markets, suspicious of “experts,” and wanting to take control by pulling back to what feels safe. But while it feels like a safe move, switching entirely to cash can quietly cost you more over the long run than the short-term volatility you’re trying to avoid.

A community member recently asked: How do you know if you’re ready for a self-managed super fund (SMSF)? It’s a great question and one we hear more often from Australians nearing retirement. You might know someone who’s started their own fund and wonder why they made that move. But before you take the leap, it’s worth understanding what an SMSF really involves, and whether it’s right for you.

Let’s chat about the last episode in our ‘money by age’ series, and talk about money in your 70s!

Your 60s are when some big decisions hit the road. Here’s a quick summary of our top tips for this decade.

A member of our community recently raised an important question about superannuation management for those approaching or in retirement, specifically concerning the benefits of keeping an accumulation fund open. Let’s talk about it!

As retirement closes in, especially in those last 3-6 months, you might feel a mixture of excitement and perhaps a little anxiety. To help you steer away from working life and start taking a turn towards your lifestyle years here are the things you need to focus your time on.