Planning

24 Jul 2017
Where are Australian interest rates heading?
Recent remarks from the Reserve Bank of Australia have led some investors to believe a round of quarterly rate hikes are imminent, but a leading econo...
Retirement planning, retirement management, retirement savings, wealth planning, wealth management, superannuation, Australian Unity, David Bryant
21 Jul 2017
Nearly half of Aussies hold no retirement assets outside super
A survey conducted by Australian Unity found that 47 per cent of Australians nave no investments outside of their superannuation savings. Writ...
Investment bonds, insurance bonds, Austock, Centuria, Neil Rogan, Richard Atkinson, retirement management, retirement planning, superannuation, super tax, tax effectiveness
21 Jul 2017
Investment bonds to the rescue?
Recent political changes have made superannuation less tax effective for some Aussies, but some experts suggest insurance bonds could alleviate the ta...
19 Jul 2017
Government continues support for financial literacy program
Australia’s federal government will provide funding to the ASIC-led MoneySmart Teaching program, which trains school teachers to better teach financ...
13 Jul 2017
Government data sharing push a boon for borrowers
The government’s decision to fast track data sharing recommendations outlined in a report from the productivity commission will likely benefit Austr...
8 Jul 2017
Australians trading privacy for cheaper insurance
More than half of Australians with health cover would happily provide their medical history to insurers if it would mean they could save on their insu...
1 Jul 2017
Navigating the transition into aged care
Moving into an aged care facility or retirement home can be stressful, both financially and emotionally, making it all the more important to prepare a...
1 Jul 2017
Maximising your super savings in the years before retirement
Approaching retirement can be stressful, especially for Australians who do not have enough money in their super to retire on, but taking action in the...
26 Jun 2017
Planning for retirement with a family pet
More than half of Australian households have a pet, but those planning to keep their animal friends in retirement will need to have a little extra sav...
5 Jun 2017
Understanding your bill-paying habits
A study conducted by payments company Bpay has identified five different ‘personalities’ among Australian bill payers, each managing their finance...
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