Monitor how your shares are performing compared to similar companies or the market overall. Stay up-to-date with company, economic and market changes. This gives you a better chance of acting quickly to take advantage of opportunities or to avoid losses. Set alerts to...
Key takeaways Having an SMSF provides more choice and freedom to access investment options that would otherwise be unavailable through a super fund An SMSF fund can have up to six members which offers greater scale to access investment opportunities that may not be...
Why it’s so important to talk about your finances According to this research1, one in two Australians don’t sit down regularly to look at their finances and one in three say that money is a source of conflict in their relationship. To put conversations about money...
Check the income to declare, when to report a loss, and deductions you can claim for managed investment trusts. Types of managed investment trusts Managed investment trusts include: cash management trusts money market trusts mortgage trusts unit trusts managed funds,...
Key takeaways People who are good with money are aware of their finances. They create budgets so they can be on top of their income and track their expenses They’re making saving and investing part of their routine Planning ahead with short and long-term...
About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or part sale) of your home into your superannuation fund. A downsizer contribution is a non-concessional contribution, but it doesn’t...
