Jeremy asks: My wife and I are 60 years old, employed full-time and have a jointly owned investment property we’d like to sell. We plan to retire at the end of this financial year. Should we contribute the sale proceeds into superannuation and should we do this before or after we retire?

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What happens to your super or your super pension if something happens to you? Unless you make a binding nomination, your super fund trustee may be able to override your wishes and your loved ones may miss out.

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Nicholas Lipscombe, NAB Private Wealth Private Client Executive, shares his top 4 debt strategies |READMORE|

Owning property in your Self Managed Super Fund (SMSF) can be both rewarding and challenging, writes Peter Hogan, MLC National Manager, SMSF Advice. |READMORE|

With markets up one day and down the next, it can be difficult to feel comfortable about investing in shares. Here are five savvy strategies to help you manage your portfolio:

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Unproductive debt can be an enormous drag on your ability to grow wealth, but not all debt is bad. Used well, borrowing to invest can help you create a larger portfolio sooner. Here’s how to make good debt work for you as you approach retirement.

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Did you know you can save money by buying your insurance in super? This is because super can offer both cash-flow benefits and tax concessions.  |READMORE|

Maximising social security benefits, such as the age pension, has been a major goal for many Australians once they reach retirement. Jennifer Brookhouse* outlines some strategies that can be used to reduce your assessable income and/or assets and increase your Centrelink benefits.
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Most of us wait until the mortgage is paid off before making larger “catch-up” contributions to superannuation but the recent halving of the annual concessional cap makes this harder to do.

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Talking to your loved ones about money can be one of the hardest conversations of all, as well as the most important. Here are some tips for those difficult financial conversations.

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