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Can you contribute to your child’s super?

Aug 16

Can you contribute to your child’s super?

As a parent, you probably want to boost your child’s chances of achieving wealth and security in life, and topping up their super might...

Estate planning strategies for blended families

My Fortress

Aug 16

Estate planning strategies for blended families

If you’re in the middle of the estate planning process, having a blended family can add a lot more complexity than you were prepared for....

My Fortress

Aug 16

Is default bias derailing your super?

Let’s imagine two groups of people looking to hire a car. One is told they can have any colour they want, but if they don't make a choice...

Planning for retirement when you have debt

My Fortress

Aug 16

Planning for retirement when you have debt

According to ABS figures, the average household debt has quadrupled over the last 18 years, jumping from $62,000 in 2003-04 to $242,000...

3 cognitive biases that might hindering your financial success

My Fortress

Jul 25

3 cognitive biases that might hindering your financial success

We make thousands of decisions each day, and a lot of those decisions happen beyond our awareness. While plenty are minor or...

Passing on wealth while alive or through a Will: Which is better?

My Fortress

Jul 25

Passing on wealth while alive or through a Will: Which is better?

With the average person living longer these days, many are choosing to bestow some of their assets to their loved ones during their...

Cash poor, getting by or high net worth: What will your retirement look like?

My Fortress

Jul 19

Cash poor, getting by or high net worth: What will your retirement look like?

Having a clear idea of where you stand financially is the first step to planning the retirement you want. If your working years are...

The Stage 3 tax cuts are live, what should you do with the extra money?

My Fortress

Jul 19

The Stage 3 tax cuts are live, what should you do with the extra money?

First announced in 2018 — and given a major facelift by the Albanese Government — the stage 3 tax cuts have finally come into effect....

The tax implications of being made redundant

My Fortress

Jun 13

The tax implications of being made redundant

Learning that you’ve been made redundant can leave you in shock, but being handed a redundancy payment on your way out can help lessen...

My Fortress

Jun 6

Can you inherit a family member's debt?

If a relative or loved one dies owing money, does it fall on their next of kin to cover any unpaid debts? Generally speaking, you won’t...

Can you start working again after receiving your super?

My Fortress

Apr 16

Can you start working again after receiving your super?

Circumstances are prone to change, and there are plenty of reasons why you might be considering returning to work after having retired....

The tax deduction not many people talk about

My Fortress

Apr 15

The tax deduction not many people talk about

The rejigged Stage 3 tax cuts have been the subject of much attention and analysis. The Albanese Government faced plenty of pressure to...

The game-changing money conversations to have with your kids

My Fortress

Mar 21

The game-changing money conversations to have with your kids

Important as they might be, good financial management skills aren’t always taught in schools. What are some strategies parents can use to...

How thinking like a business can help boost your personal finances

My Fortress

Feb 20

How thinking like a business can help boost your personal finances

Business owners tend to understand the importance of keeping overhead low, profits high, and doing what they can to stay ahead of the...

What do people typically do with their super when they retire?

My Fortress

Feb 20

What do people typically do with their super when they retire?

If all has gone according to plan, you’ll have accumulated enough super during your working years to achieve a comfortable lifestyle in...

My Fortress

Feb 1

How your super can help you save on tax

Along with the Age Pension and the money we save voluntarily, superannuation makes up a key pillar of Australia’s retirement income...

My Fortress

Jan 16

Financial goals for each decade of life

How to accumulate money, spend it, and put it to work in service of our long-term goals are all important questions we face daily. How we...

Unlearning the bad money habits holding you back

My Fortress

Nov 21, 2023

Unlearning the bad money habits holding you back

In this exploration of unlearning bad money habits and challenging our beliefs about money, we’ll embark on a journey of financial...

How do you know if a comfortable retirement is within reach?

My Fortress

Nov 21, 2023

How do you know if a comfortable retirement is within reach?

When you picture your retirement, are you anxiously tracking your expenses or are you engaging in all the activities that you wanted to,...