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Are you getting the Age Pension you’re entitled to?

Manniebouy Lucero 22 August 2023 No Comments

If you receive the Age Pension, recent changes to means testing for retirees could put more money in your pocket. These changes impact the assessment of certain lifetime income streams…

Economic update

Manniebouy Lucero 21 August 2023 No Comments

July was a relatively uneventful month in financial markets and volatility remained low. Generally speaking, risk assets continued to perform well despite a sharp increase in the oil price. In…

Why do you need superannuation?

Manniebouy Lucero 7 August 2023 No Comments

When you’re just starting out in the workforce, it’s easy to see superannuation as money that’s not quite yours. After all, if you’re focused on funding your lifestyle and saving…

15 common sense tips to help manage your finances

Manniebouy Lucero 1 August 2023 No Comments

Shop around We often shop around to get the best deal when it comes to consumer items but the same should always apply to services we get. It’s a highly…

How to get more from your 2023 tax return with super contributions

Manniebouy Lucero 1 August 2023 No Comments

We all want to make the most of our tax return each year. Did you know, other than claiming the usual work related expenses, certain super contributions may also be…

More super for eligible employees from 1 July 2023

Manniebouy Lucero 1 August 2023 No Comments

Compulsory super contributions paid by employers went up in July. Here are 8 things you should know, including what it could mean for your take home pay. Super contributions employers…

2022-23 saw investment returns rebound – but is it sustainable?

Manniebouy Lucero 17 July 2023 No Comments

Key points – After the rough ride of 2021-22, 2022-23 turned out to be a good one for investors as shares rebounded thanks to falling inflation and hopes rates are…

What are the steps to investing?

Manniebouy Lucero 3 July 2023 No Comments

Want to invest but don’t know where to start? Here are five basic steps for investing. Define your goals Taking the first step on your investment journey may feel daunting.…

Making downsizer contributions into super

Manniebouy Lucero 3 July 2023 No Comments

If you’re over 55 and looking to boost your retirement savings, you may be eligible to make a super contribution of up to $300,000 from the sale proceeds of your…

Protect yourself against romance scams

Manniebouy Lucero 3 July 2023 No Comments

Dating and romance scams are very destructive – both financially and emotionally. Don’t let them break your heart or wallet. Stay one step ahead of romance scams with these tips.…

Category: Latest news

Are you getting the Age Pension you’re entitled to?

Economic update

Why do you need superannuation?

15 common sense tips to help manage your finances

How to get more from your 2023 tax return with super contributions

More super for eligible employees from 1 July 2023

2022-23 saw investment returns rebound – but is it sustainable?

What are the steps to investing?

Making downsizer contributions into super

Protect yourself against romance scams

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