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My Fortress - Articles


Caught in the middle: a sandwich generation that keeps on giving
Tight knit families that care for and support each other can provide an abundance of happiness and fulfilment. And living close by, or...

My Fortress
Mar 23, 2023


The eligibility age for the downsizer contribution has changed. Do you qualify?
If you’re thinking about selling your family home and downsizing or moving elsewhere, you may be able to use some of the proceeds from...

My Fortress
Mar 16, 2023


How can I start a difficult conversation about money?
Talking about money with a loved one can be hard at the best of times. Money is the foundation of our financial security, and quite...

My Fortress
Mar 7, 2023


The commandments of wealth for retirees
Ignore the prophets of doom — they are always with us and usually wrong. Make sure your children have adequate insurance. It’s much more...

My Fortress
Jan 23, 2023


A review of the last two decades in investing
Investing, as is life itself, is as much about the journey as the destination – and it has been quite the journey since 2003. While past...

My Fortress
Jan 17, 2023


3 things you may not know about super
Most of us know that making extra super contributions can be a great way to accelerate our retirement savings and boost our income for...

My Fortress
Jan 17, 2023


Enduring lessons from smart investors
Managed funds vs Exchange-traded Funds The ‘Managed fund vs ETF’ conversation continues to play out through social media and online...

My Fortress
Jan 17, 2023


The slump in home prices continues
Home prices are continuing to plunge on the back of the fastest surge in interest rates since the early 1990s. So far national average...

My Fortress
Jan 11, 2023


The super 'death tax' you need to be aware of
You’ve worked hard to build up your super to one day reap the benefits. But if you pass away sooner than you expected, the remainder of...

My Fortress
Jan 11, 2023


Investors and recessions
A recession is often defined as two consecutive quarters of GDP contraction, and while there is indeed a more meaningful risk of...

My Fortress
Oct 10, 2022


Risks to consider when building a portfolio
It is important to understand what you’re investing in, as well as where you’re getting your information. How are Australian investors...

My Fortress
Oct 10, 2022


Three tips for building a good portfolio
Be deliberate - Setting measurable investment goals gives you clarity and direction and prevents you from falling into common investment...

My Fortress
Sep 5, 2022


Six important costs your family faces if you pass away
(and how life insurance can help them deal with those costs) Although we don’t like to think about it, death is a part of life and it is...

My Fortress
Sep 5, 2022


A round-up of 1 July changes and what they mean
We share some key superannuation and tax changes for the 2022-23 financial year, as well as some measures that have remained the same....

My Fortress
Aug 8, 2022


Starting an investing conversation with kids
Introducing children to the concept of investing and building long-term wealth helps lay the foundations early; with an ageing population...

My Fortress
Aug 8, 2022


Understanding the power of dollar-cost averaging
If you’re a member of a managed superannuation fund, chances are you’re already benefitting from the long-term power of dollar-cost...

My Fortress
Jul 18, 2022


Tips for reviewing annual super statements
When it comes to retirement, many of us may receive retirement income from various sources. For example, investments (inside and outside...

My Fortress
Jul 18, 2022


Investment portfolios and concentration risk
When it comes to investing, the main asset classes are cash, fixed interest, property, and shares. Importantly, each asset class (and...

My Fortress
May 23, 2022


The RBA rate rise – why did this happen?
For the first time since November 2010, the RBA has raised its official cash rate - from 0.1% taking it to 0.35%, joining central banks...

My Fortress
May 23, 2022
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