As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful year to come. By taking care of essential tasks and implementing strategic planning, you can…
Being Informed is the Key to Avoiding Scams At Superannuation Advice Australia, ensuring the security and privacy of your personal and financial information is our utmost priority. We want to take a moment to remind you of the security…
Understanding the new $3 million Superannuation Tax The much-debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not yet law, the…
2023 Year in Review: Defying Predictions Australia’s economy stubbornly defied predictions during 2023, dashing any hopes that we might begin to return to some kind of normal. Some had expected an end to the Reserve Bank’s continued cash rate…
Financial Wellbeing is a Gift Worth Giving to Yourself The festive season is a time of joy and celebration but, for some, it can also lead to a financial hangover in the New Year. Overspending on gifts, parties, and…
How to give back Australia is a giving country, but we often give in kind rather than financially. Whenever there is a disaster here or overseas, Australians rush to donate their time, household goods and cash. However, we still…
Returning to work after retirement Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s a perfect mix of conditions to send some retirees back to work. But it’s…
The start of a new financial year is the perfect time to get your financial affairs in order. Whether it’s tidying up your paperwork, assessing your portfolio or dealing with outstanding issues, there are plenty of practical actions you…
We are often asked by our customers how they can keep their super safe – not from dangerous investments but rather from people who may try to steal your funds. You can only access your superannuation if you meet…
The concept of retirement is changing, with fewer people working towards a final retirement date and then clocking off for good. Instead, those who have the flexibility to choose are often transitioning out of the workforce over several years,…