Summer 2005 (165Kb)

Summer 05 issue includes the following articles:

Case Study - Planning Ahead
A case study that looks at super requirements when you are in your thirties.

What is a lifetime annuity and lifetime pension?
Lifetime annuities and pensions are lifetime income streams. You may have heard of lifetime pensions and lifetime annuities and wondered if they were the same thing?

Don't let the tax-man take your family's inheritance
Have you considered the distribution of your super when planning for your estate?

What different types of investment are there?
Outlines the different investment types.

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Spring 2004 (165Kb)

The spring 04 issue includes the following articles:

Who's going to look after you in your retirement?
Outlines the importance of making sure you have enough to fund retirement, based on recent statistics of our aging population

What is an Allocated Pension?
Every wonder what an Allocated pension is? Here's your chance to find out

Roll over your super and keep your money in your pocket
Outlines the benefits of rolling over and consolidating your super

Why do you need a Power of Attorney?
Outlines why you need a Power of Attorney

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Autumn 2004 (165Kb)

The autumn 04 issue includes the following articles:

Is your super on track?
A case study that looks at super requirements when you are in your forties.

Investment – 7 steps to creating wealth
Demonstrates a comprehensive seven step wealth creation strategy

The Social Security system and your retirement income
Outlines the implications of income and assets testing on retirement income streams

Looking after you family
Outlines the fundamentals of life insurance and how it can protect your whole family

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Winter 2003 (165Kb)

The winter issue includes the following articles:

Spend your tax refund wisely
The options you have regarding how to spend your tax return

Salary Packaging
A case study on salary sacrificing, and putting the money into your superannuation, which demonstrates how this can leave you with more money in your pocket

Patience is the key in uncertain times
Taking a long-term investment approach and diversifying your investments during uncertain times

Why review your financial plan?
Outlines the process of keeping financial planning relevant and up to dateKD