super fund check at end of financial year with your adviser

A super end to the financial year

As the end of the financial year approaches, now is a good time to check your super fund and see what you could do to boost your retirement nest egg. What’s more, you could potentially reduce your tax bill at the same time. There are a…
Retirement planning for the next chapter with Lifepath

Preparing for the next chapter

Retirement means starting a new chapter of your life, one that gives you the freedom to create your own story, as you decide exactly how you want to spend your time. While retirement may not be part of your immediate plans, there are advantages…
Bonds investment myths Lifepath FP

Bonds in the spotlight

Many myths and misconceptions about bonds abound, particularly during periods of rising rates. Here's why despite current economic conditions, investing in bonds is still essential. Written by Jean Bauler, Head of Bond Indexing, Asia Pacific…
Rising interest rates LifePath Financial Planning tips
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How to manage rising interest rates

Rising interest rates are almost always portrayed as bad news, by the media and by politicians of all persuasions. But a rise in rates cuts both ways. Higher interest rates are a worry for people with home loans and borrowers generally. But…
Superannuation Downsize Incentive is it a good idea?
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Superannuation Downsize Incentive

Is it a good idea to downsize your home to upsize your super? By Rachel Lane Since 1 July 2018 Australian seniors have been able to make what is known as a “Downsizer Contribution” to their superannuation fund of up to $300,000, which…
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How to calm those market jitters

It’s been a rocky start to the year on world markets but that doesn’t mean you should hit the panic button. Staying the course is generally the best course, but that’s easier said than done when there’s a big market fall. In January…
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Avoid the rush: Get ready for June 30

It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order? With all the disruption and special support measures of the past two years, it’s possible your finances have changed.…
what is cryptocurrency article by Vanguard | LifePath Financial Planning Brisbane

What’s a cryptocurrency?

Like most things with a rising price tag, cryptocurrencies have garnered global recognition and interest for their sudden increase in value. From experienced investors to individuals just beginning their investment journey, many are…

The gift of giving this Christmas

Christmas is a time when we come together to celebrate with our family and friends. And, for those who haven’t been able to see friends and family due to border closures, it will be an even more joyous occasion this year. Gift-giving is…
investing in inflation may provide new opportunities - article by LifePath Financial Planning Brisbane
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Investing in inflation

Inflation appears to be firmly on the rise and while that is bad news for consumers it’s not necessarily bad news for investors. In fact, inflation may provide new opportunities. In the September quarter, the consumer price index (CPI)…
3 tips for setting financial goals in 2022
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Kicking financial goals in 2022

After a difficult year of COVID disruptions and uncertainty, the summer holidays can’t come quickly enough. It’s a chance to refresh and reflect on the year that was and hopefully set some goals for year ahead. Yet this year more than…
setting up a retirement support team - LifePath Financial Planning Brisbane
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Setting up a support team

How to choose the right people to help protect your financial assets To reduce your vulnerability to elderly financial abuse, it’s important to have a strong support team around you that you can rely on and trust. These are the people who…
Finally a super idea for extra retirement income. Lifetime Pension
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Finally, a super idea for extra retirement income

The federal government’s recent “Retirement Income Review” pointed out that many retirees live on just the income from their superannuation, rather than drawing down on the balance as they progress through retirement. This seems to…
What exactly is inflation? LifePath Financial Planning answers the question
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What exactly is inflation?

By Beatrice Yeo, Economist What exactly is inflation? Why is the RBA so keen to see it return? And more importantly, what does this all mean for investors? The Reserve Bank of Australia has recently made an unprecedented change to the…
Financial rewards of optimism with LifePath Financial Planning
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The financial rewards of optimism

If it wasn’t already clear, the past 12 months certainly cemented the fact that life has a habit of throwing us the occasional curveball. The reality is we all face challenges, however approaching life with a positive mindset can help us deal…