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Insurance through super
September 7, 2026Insurance
Most super funds offer insurance through super, including life, TPD, and income protection. Types of life insurance in super Most super funds (except self-managed super funds) offer 3 types of insurance to members: Life cover (also called death cover) pays a lump sum or income stream to your beneficiaries. It pays when you die or...Read More
AI and jobs: Still in an ATM phase
September 7, 2026Uncategorized
AI may change jobs, but history suggests mass job losses are unlikely Every wave of technological change seems to arrive with a familiar prediction: This time, jobs are going away for good. The effect of automated teller machines (ATMs) on the bank teller profession reveals a more nuanced reality. When ATMs became widespread in the...Read More
Can I still get the Age Pension if my super is healthy?
September 7, 2026Aged Care
A healthy super balance doesn’t always rule you out of the Age Pension Many Australians assume a healthy super balance means they’re not eligible for the Age Pension. But that’s not always the case. If you have a decent superannuation balance and other financial assets, you may have ruled out the possibility of getting the...Read More
Income streams
August 31, 2026Superannuation
These are regular payments made from your superannuation fund or purchased using either superannuation money or savings. Keep in mind, these are general guidelines only. For more information, you can either: visit a service centre call the Centrelink Older Australians Line and speak to a Financial Information Service Officer. What types of income streams there...Read More
How to plan for unexpected illness and injury
August 31, 2026Insurance
Get the help you needIf you’re faced with a sudden accident or injury, or you have a chronic illness, getting help can be tough, and that’s ok. Before you begin, you may want to ask for support from family or friends, so you feel ready to work through your to-dos. Get important paperwork doneSorting out...Read More
Shares: What is an IPO
August 31, 2026Wealth Creation
There are a number of ways to buy shares, including when they first float. How investing in shares works A share is part ownership in a company. Companies issue shares to raise money. After that, investors can buy and sell those shares to and from each other. When you own shares, you own a small...Read More
Record SMSF growth driven by digital access
August 24, 2026Superannuation
Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist48,500 new SMSFs were established in the 12 months to December 2025, the highest annual number on record. Nearly 40% of newly established SMSFs reported using AI based tools to assess whether an SMSF was right for them before setting one...Read More
Six ways Gen X can build retirement savings
August 24, 2026Wealth Creation
Making the most of your peak earning yearsMany Gen X Australians are now in their peak earning years and retirement is not too far away. While many people in this age group are earning more than ever, not everyone is on track to achieve the level of financial security they would like in retirement. This...Read More
Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wiselyAustralia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth1. As more Australians receive an inheritance, taking time to develop a clear plan...Read More
Tips and tricks for cutting costs
August 24, 2026Uncategorized
Discounts, offers and rewards programsCost of living is impacting people across Australia, with everything from interest rates to the weekly grocery shop contributing to the strain. While there isn’t one catch-all solution, there are different ways you can tackle the financial squeeze. Reward and discount programs may not seem like you’re saving a huge amount,...Read More