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Education

Education

This education section of our website is designed to provide investors with information on a wide range of topics including superannuation, investing, taxation and more. These articles are designed to assist you in understanding your superannuation and in understanding your investments. They are not designed to be substituted for financial advice and should be used as a guide only. These articles are generic in nature and do not take into account an individual's personal and financial circumstances.

Superannuation flyers
Choosing the right super fund
Consolidating your super
Contributing to super
Defined benefits schemes
Make your salary go further - package it
Package your super and pay less tax!
Salary sacrifice or Government super co-contribution
Self-managed superannuation funds
Super funds
Superannuation: understanding the basics
What is a binding death benefit nomination?
Retirement flyers
Aged care - making an informed decision
Account-based pensions
Centrelink and DVA Service Pension
Centrelink payments and entitlements and work bonus
Managing longevity risk
Nominating a reversionary beneficiary
Transitioning to retirement
What is an annuity
What is a re-contribution strategy?
Investing flyers
Bonds
Dollar cost averaging explained
Investing in shares
Investment platforms
Investment risk and return
Investment risk profiles
Model portfolios
Saving and investing - the fundamentals
Understanding gearing
Insurance flyers
Business insurance
Death cover
Income protection
Insurance explained
Managing your personal risk
TPD insurance
Trauma insurance
Other flyers
Capital gains tax explained
Estate planning
Managing debt
Receiving a redundancy payment