Financial Library

Investment & Retirement Solutions is pleased to keep you informed with the latest financial planning articles.

Who has access to my bank details? What protections are in place to prevent misuse?

Two brothers – Paul Issa and Phillip Issa – ABC News Breakfast it was “appropriate that charges have been laid”

How SMSFs are taxed

How self-managed super funds (SMSFs) are taxed, what is assessable income, and what are allowable deductions. Tax on income Self-managed

Dividend versus growth investing – which option suits you?

Picking an investment strategy depends on your life stage, income needs and tax factors When considering a strategy for investing

Downsizing your home

Downsizing at a glance Downsizing your home can reduce the size of your mortgage and ongoing running costs in some

Buying an investment property

Pros and cons of investing in property Property investment is often seen as being less risky than other forms of

Managing your financial health

Understanding financial health Financial health is an important part of our lives. When we take care of our financial health

Dividend versus growth investing – which option suits you?

Picking an investment strategy depends on your life stage, income needs and tax factors When considering a strategy for investing

Buying an investment property

Pros and cons of investing in property Property investment is often seen as being less risky than other forms of

What to consider before buying a rental property

If you’re buying a rental property, it’s important you get the right advice from the very beginning. Before you buy

Break out the spreadsheet: profitability made simple

If your profit lives in your head, not on a spreadsheet, we need to fix that. The thing most soloists

Six strategic investment moves for mid-career women

As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most

Almost 3 million workers will get a 4.75% pay rise in July. But wages can’t catch up with inflation

Around 2.8 million of Australia’s lowest-paid workers got a 4.75% pay rise from July 1 this year, after the latest

How SMSFs are taxed

How self-managed super funds (SMSFs) are taxed, what is assessable income, and what are allowable deductions. Tax on income Self-managed

Downsizing your home

Downsizing at a glance Downsizing your home can reduce the size of your mortgage and ongoing running costs in some

Departing Australia superannuation payment

If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation

Make your money last in retirement

Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super

Superannuation: more relevant than ever

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as

Downsizing your home

Downsizing at a glance Downsizing your home can reduce the size of your mortgage and ongoing running costs in some

Departing Australia superannuation payment

If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation

Make your money last in retirement

Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super

Superannuation: more relevant than ever

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as

Five things to put in place before you retire

Take these steps to set yourself up for a confident transition to retirement For many Australians, the final couple of

Who has access to my bank details? What protections are in place to prevent misuse?

Two brothers – Paul Issa and Phillip Issa – ABC News Breakfast it was “appropriate that charges have been laid”

Managing your financial health

Understanding financial health Financial health is an important part of our lives. When we take care of our financial health

The case of Unlucky Steve, who bought before every crash

Even investors who bought at the worst possible moments over 25 years still more than tripled their money One of

Preparing your business for the new financial year

Every new financial year comes with a list of must-do tasks, but 2026-27 is bringing a range of fresh challenges

Choosing home insurance

Home insurance protects one of your most important assets. What is home insurance Home insurance covers the cost of repairing

Smart tax and super planning before EOFY

Tax time is just around the corner, so now is the time to make sure you’re prepared for 30 June.

Save for a house deposit

Buying a house is exciting and life changing. It all starts with saving for the deposit. Find out how much

Choosing a home loan

When you’re looking for a good deal on a home loan, the interest rate matters. With the cash rate on

Releasing the value in your home

Rising property prices have led many people to look for ways to unlock the increased equity in their homes so

Credit scores and credit reports

Lenders use your credit score (or credit rating) to decide whether to give you credit or lend you money. Knowing

How SMSFs are taxed

How self-managed super funds (SMSFs) are taxed, what is assessable income, and what are allowable deductions. Tax on income Self-managed

Departing Australia superannuation payment

If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super

Superannuation: more relevant than ever

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as

Get prepared for June 30

Tax time is just around the corner, so now is the time to get ahead and find out what strategies

Your 30 June superannuation checklist

Five easy ways to get more into your super fund before the end of the financial year With the end

Legacy or liability? Planning a smooth wealth transfer

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according

Estate planning gives you a final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care

Yours, mine and ours – estate and succession planning for modern families

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A

New aged care act: what you need to know

Sweeping reforms to aged care began on 1 November 2025 to help improve the quality, transparency and flexibility of care.

Financial Library

Investment & Retirement Solutions is pleased to keep you informed with the latest financial planning articles.

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Complete the form, save and then email back to Investment & Retirement Solutions.