Articles | My Fortress

Age Pension entitlement: Eligibility tests

When it comes to maintaining your financial wellbeing in retirement, it’s important to understand that as you enter this phase of your...

Boosting retirement savings with super contributions

Whether you dream of retiring and travelling the world, caravanning around Australia, or pottering in the garden, the question remains...

The 2021 HILDA Survey: Retirement trends

The Household, Income and Labour Dynamics in Australia (HILDA) Survey follows the lives of over 17,000 Australians each year-collecting...

Retirement and housing (homeownership)

According to 2016 Census data*, about 76% of over-65s are homeowners, while 12% are renters and 11% are in other tenure arrangements (eg...

Growing your super: Government super contributions

One of the risks retirees can face is the potential to run out of retirement savings by living longer than expected-commonly referred to...

Gearing

Gearing or borrowing to invest, allows individuals and couples to excel their wealth creation to help grow their retirement assets....

Direct shares

Investing in direct shares describes when you buy shares on the Australia Securities Exchange as an individual. But is this investment...

What is an SMSF?

A self-managed super fund is a private super fund that you manage yourself, giving you the power to choose the investments and insurance...

Financial Planning

Wealth Creation Wealth Creation starts with three simple principals 1. Spend less than you earn 2. Invest your surplus wisely 3. Don't...

Superannuation

The return and growth of your superannuation balance will depend on if you invest it right. For couples looking to live a comfortable...

What are managed funds?

A managed fund involves pooling together money from different investors into one fund that is then invested to buy assets such as shares,...

My Fortress, paving the way for future financial planners and accountants in Townsville.

Formerly known as Dalle Cort Financial Services, My Fortress have generously agreed to a three-year scholarship commitment to James Cook...