top of page
My Fortress - Articles


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...

My Fortress
Jul 19, 2024


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....

My Fortress
Jul 19, 2024


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 13, 2024


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...

My Fortress
Jun 6, 2024


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....

My Fortress
Apr 16, 2024


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...

My Fortress
Apr 15, 2024


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...

My Fortress
Mar 21, 2024


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...

My Fortress
Feb 20, 2024


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 20, 2024


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
Feb 1, 2024


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...

My Fortress
Jan 16, 2024


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...

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,...

My Fortress
Nov 21, 2023


Getting super fit: What to do if your super balance is lagging
During your working years, your superannuation works in the background to grow your nest egg and (hopefully) put you on track for a...

My Fortress
Oct 30, 2023


From empty nest to full house: Ways to cope when your adult child moves back home
Many parents enjoy a new lease on life once their children move out of home. All the effort that was once spent supporting them can now...

My Fortress
Oct 6, 2023


Earning extra income while on pension?
The Government is enabling individuals on the Age Pension to earn extra income without losing their pension benefits. To receive the full...

My Fortress
Sep 7, 2023


The benefits of gearing for investors
Gearing means borrowing money so you can invest in a greater range of assets and earn potentially higher returns. Some benefits of...

My Fortress
Sep 7, 2023


6 questions to ask when you receive your super statement
It’s around this time that Australians receive their annual statement from their super fund. For many people, there’s not much of...

My Fortress
Aug 23, 2023


What are unlisted assets and do they belong in your super?
Super funds will invest in different types of assets to grow their members’ retirement savings, and unlisted assets can be an important...

My Fortress
Aug 23, 2023
bottom of page

