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Downsize the home, upsize the super

If age 65 or older and meet the eligibility requirements, you may be able to make a downsizer contribution into your super of up to $300,000 from the proceeds of selling your home.

Downsize the home, upsize the super

downsizing contributions into superannuation

First home super saver scheme

From 1 July 2018, eligible first home buyers may be able to withdraw voluntary super contributions (which they've made since 1 July 2017) to put toward a home deposit.

In whose name and in what?

Putting together different investments so they work together can be like trying to construct the Taj Mahal using LEGO. If you don’t know much about LEGO, you’re in for a world of pain.

Planning for a brighter financial future

Whether you’re starting out, deep in debt or planning for retirement, you’ll have a greater chance of working it out by mapping out an action plan.

Managing money essentials

Can’t comfortably pay bills and day-to-day expenses? Constantly scrounging around for coins to pay for your morning coffee or pizza delivery?

Contributing more to super using salary sacrifice

Contributing more to super using salary sacrifice

What's your preservation age?

Work out when you can access super and what tax might be paid if cashed out earlier

Hedging your bets with diversification

If you went to the Melbourne Cup – what sort of bet would you place? Show, quinella or superfecta? If you’re not familiar with the terms we’ll help you.

Consolidate your super because it's your future

‘Consolidate’ means to make something stronger, more solid or effective. So it makes perfect sense to consolidate your super. If you only have one account in super that’s great, but are you sure?