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My Fortress - Articles


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...

My Fortress
Apr 21, 2022


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...

My Fortress
Apr 21, 2022


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...

My Fortress
Apr 13, 2022


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...

My Fortress
Jan 10, 2022


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...

My Fortress
Jan 10, 2022


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

My Fortress
Jun 22, 2021


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

My Fortress
Jun 15, 2021


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...

My Fortress
Jun 8, 2021


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...

My Fortress
May 28, 2021


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

My Fortress
May 26, 2021


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
May 20, 2021


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...

My Fortress
Mar 12, 2020
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