retirement planning

Do we really need to keep paying for life insurance?

Do we really need to keep paying for life insurance?

Is it wise to keep your life insurance or is it time to cash it in?

Will the new tax changes impact my pay?

Will the new tax changes impact my pay?

Learn more about how the tax changes will impact on you.

Stress test your decisions before locking your super

Stress test your decisions before locking your super

Top tips from a super adviser on pros and cons of multiple funds.

Can the proposed changes to the work test benefit me?

Can the proposed changes to the work test benefit me?

The Coach talks changes to superannuation in federal budget.

Money: Are annuities attractive enough?

Money: Are annuities attractive enough?

There is a strong push to make them a better investment choice.

Make financial wellbeing your top priority

Make financial wellbeing your top priority

It's time for women to take control of their own financial wellbeing

Super: Learn the rules around the transfer balance cap

Super: Learn the rules around the transfer balance cap

Learn the rules around handling excess money in your super fund.

Money: Should I own insurance inside my super?

Money: Should I own insurance inside my super?

There is plenty to consider before owning insurance inside super.

Should I rely on home value when planning to retire?

Should I rely on home value when planning to retire?

Learn about the pros and cons of downsizing.

How should I navigate the current financial climate?

How should I navigate the current financial climate?

What to do after last week's fall in the US and Australian markets.

SMSF advisers are missing the rub on fund lending

SMSF advisers are missing the rub on fund lending

Learn the rules around lending SMSF funds to related parties.

Good advice on active and passive investment choices

Good advice on active and passive investment choices

Tips on deciding how to allocate and invest retirement funds.

When does share sales trigger capital gains tax?

When does share sales trigger capital gains tax?

Keeping good asset purchase records is important to CGT calcs.

Can I add my coin collection to my super fund?

Can I add my coin collection to my super fund?

Tips on whether you can add collectables to your SMSF.

Is it time to change your retirement vehicle?

Is it time to change your retirement vehicle?

Insurance bonds or investment bonds are worth considering.

Learn about workers super tax treatment changes

Learn about workers super tax treatment changes

Rules for deduction of personal super contributions have changed.

Downsizing to upsize your super

Downsizing to upsize your super

LEARN more about downsizing your home to upsize you super balance.

Learn how to manage changes to interest-only loans

Learn how to manage changes to interest-only loans

IMPORTANT changes are being introduced to interest-only loans.

Learn how to plan for later life

Learn how to plan for later life

COURSE on Planning for Later Life offered through U3A Coffs Harbour.