Category: Superannuation
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3 things you may have forgotten to plan for in retirement
Retirement should be a time to relax and enjoy life, but there are important aspects often overlooked. Learn about re-contribution strategies, death benefit nominations, and having a spending policy in place to ensure a stress-free retirement.
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Five Step Super Health Check
Financial Health, Financial Planning, Investment Strategies, Personal Finance, Retirement Planning, SuperannuationEnsure your superannuation is in top shape with this five-step health check! Consolidate your accounts to avoid multiple fees, review your investment strategy to match your risk tolerance and goals, check your insurance coverage, nominate a beneficiary, and keep your details up to date. These steps will help you maximize your retirement savings and ensure…
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2024-25 Federal Budget Recap
In his 2024 Federal Budget speech, treasurer Jim Chalmers announced ‘The number one priority of this government and this Budget is helping Australians with the cost of living’. But what exactly does that mean? Let’s take a closer look at what the 2024 Budget proposes – An average tax cut of $1,888 in 2024-25 The…
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Empowering Women for Financial Equality: A Path Forward
Community & Engagement, Consumer Behavior, Economic Insights, Financial Planning, Financial Wellness, Retirement Planning, SuperannuationEmpowering Women for Financial Equality: A Path Forward In the pursuit of gender-based financial equality, Australia has made notable strides, yet much remains to be accomplished. Fidelity International and the Association of Superannuation Funds of Australia have done a lot of work to help the progress and the assist with the persistent challenges that lie…
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A brief history of Superannuation
A brief history of Superannuation The history of superannuation in Australia reflects a journey of significant policy changes and regulatory reforms, shaping the nation’s approach to retirement savings and income. From its humble beginnings with the introduction of means-tested age pensions in the early 1900s to the complex landscape of modern-day superannuation schemes, several key…
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Navigating Retirement: Strategies to Thrive in Your Golden Years
Navigating Retirement: Strategies to Thrive in Your Golden Years Introduction Retirement marks a significant life transition, offering newfound freedom and opportunities to explore passions, contribute to the community, and prioritize personal well-being. In this comprehensive guide, we’ll delve into various aspects of enriching retirement living, from engaging in meaningful volunteer work to fostering family support,…
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