Resources

RESOURCES

Save for a house deposit

Buying a house is exciting and life changing. It all starts with saving for the deposit. Find out how much you’ll need to save and get tips to

15 September

Trauma insurance

A critical illness or serious injury can make it difficult to continue to work. Trauma insurance can help support you and your family at this time

15 September

A guide to combining finances for couples and newlyweds

What it means to combine finances Even if you have a strong relationship, there are some important details to consider before joining finances. Money

15 September

Mistakes to avoid when markets are turbulent

These three common mistakes are easy to avoid. Making them could be costly. Sharp downturns on global financial markets are always unsettling.

8 September

Investing cycles – Lessons from the Magnificent 7

When it comes to investing in shares, it’s often said that time is your friend. The data shows that investing small amounts consistently over time

8 September

Investment Property: Getting it right

With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a financial

8 September

What is aged care like in Australia?

Key points: The aged care system in Australia has three main pillars — home care, residential aged care, and retirement villages If you can’t

8 September

5 practical tips for getting your financial foundations right

Think of your finances like your home: how its foundations are built and maintained determines its ability to stand strong for years to come. Money

1 September

Transition to retirement: Access your super while you keep working

A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so

1 September

The challenges and conflicting priorities for Australians under 40

Australians under 40 often grapple with housing affordability, ongoing mortgage repayments, family planning, and career progression. However, these

20 August

Intergenerational wealth – conflicting priorities for older Australians

For many older Australians, their retirement years are not only a time to enjoy the fruits of their lifelong labour, but also to think about how they

6 August

Mortgage versus super – a common dilemma

Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt-free turning their attention to building

16 July

The Australian intergenerational wealth divide

AMP Deputy Chief Economist Diana Mousina looks at the issues that have led to the increasing wealth divide between older and younger Australians

23 June

Yours, mine and ours – estate and succession planning for modern families

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate

10 April

Investing cycles – Lessons from the Magnificent 7

When it comes to investing in shares, it’s often said that time is your friend. The data shows that investing small amounts consistently over time

22 September

What is aged care like in Australia?

Key points: The aged care system in Australia has three main pillars — home care, residential aged care, and retirement villages If you can’t

22 September

To sell or not to sell is the question for moving into aged care

Moving into residential aged care can trigger a range of emotions, particularly if it involves the sale of the family home. What is often a major

22 September

Spend smarter and shop safer during sales

Cutting back on overspending Whenever there’s a big sale event, like the upcoming Black Friday sales, it can be tempting to go on a shopping spree

22 September

Springing into action with a pre-approval in place

As the real estate market begins to bloom with opportunities for homebuyers, for those who wish to buy in the next few months understanding the

22 September

Joint accounts

A joint account is a bank account that more than one person can access. It can make it easier to manage shared expenses, but also comes with the risk

29 September

Insuring against loss of income

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and

29 September

Transition to retirement: Access your super while you keep working

A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so

29 September

Trauma insurance

A critical illness or serious injury can make it difficult to continue to work. Trauma insurance can help support you and your family at this time

29 September

Investment Property: Getting it right

With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a financial

29 September

The pros and cons of taking the DIY super route

Having your own super fund provides more control, but they’re not for everyone. The number of Australians choosing to manage their own

29 September

A guide to combining finances for couples and newlyweds

What it means to combine finances Even if you have a strong relationship, there are some important details to consider before joining finances. Money

29 September

Save for a house deposit

Buying a house is exciting and life changing. It all starts with saving for the deposit. Find out how much you’ll need to save and get tips to

22 September

Enjoy the now and secure your future

Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks

6 October

Time is up for the resilient consumer

It’s evident that the Australian consumer is under pressure. It appears the tailwinds that helped brand the consumer as ‘resilient’ are now

6 October

Your home in retirement

When you’re planning for retirement, consider what kind of home you can afford and what suits your level of independence. Think about whether

6 October

Super lump sum

You may be able to take your superannuation as a lump sum payment when you retire. This is usually tax-free from age 60. How a superannuation lump

13 October

Investing in the property market

Are you thinking about buying an investment property? Buying a property that you do not plan to live in can help you increase your wealth and

13 October

Australia’s equities exodus is finally taking off

Many Australian investors are discovering the benefits from investing offshore. Australian financial markets are continuing to evolve, and that’s

13 October

What company delistings mean for ETFs

Some big companies have left the ASX recently. How do ETFs adapt to index changes? Share markets are ever changing. Companies come, and companies go.

20 October

Enjoy the now and secure your future

Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks

20 October

How to get into the retirement comfort zone

A third of Australians retire without a plan. Here’s why you should have one. Working and generating a stable income can be described as a

20 October

Are you a goal-driven saver?

Characteristics of goal-driven savers A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change over time, and

20 October

Super lump sum

You may be able to take your superannuation as a lump sum payment when you retire. This is usually tax-free from age 60. How a superannuation lump

27 October

How do retirement income options compare?

Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer your help

27 October

Your home in retirement

When you’re planning for retirement, consider what kind of home you can afford and what suits your level of independence. Think about whether

27 October

Transfer from a foreign super fund to an Australian super fund

Overview Money you transfer from a foreign super fund to a complying Australian super fund may: count towards you super contributions caps, and be

27 October

Avoiding sales pressure

Salespeople and advertisers use tactics to pressure you to buy a product or sign up to a service. Knowing their techniques can help you avoid buying

27 October

How to get into the retirement comfort zone

A third of Australians retire without a plan. Here’s why you should have one. Working and generating a stable income can be described as a

27 October

Enjoy the now and secure your future

Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks

27 October

The lost super pile keeps growing

There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many

3 November

Save for an emergency fund

An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel or an urgent medical bill. It

3 November

Keeping records of shares and units

Records you need to keep When you sell your shares in companies or units in managed funds, most of the records you need will be given to you by the

3 November

Are you an impulsive spender?

Characteristics of impulsive spenders A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change over time, and

10 November

Weighing up the Age Pension and the assets test

Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have just received an Age

10 November

The lost super pile keeps growing

There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many

10 November

Adding bonds to your investment mix

Bonds can play an important role in investment portfolios, but what exactly are they, what are their benefits, and how do you invest in them? What

10 November

Super contributions

If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking to make

17 November

Are you an impulsive spender?

Characteristics of impulsive spenders A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change over time, and

17 November

A rear-vision roadmap to greater retirement heights

Future investment returns are unknown, but past returns are a guide for retirement. If you’re a member of a superannuation fund, for all intents

17 November

The lost super pile keeps growing

There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many

17 November

Save for an emergency fund

An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel or an urgent medical bill. It

17 November

Keeping records of shares and units

Records you need to keep When you sell your shares in companies or units in managed funds, most of the records you need will be given to you by the

17 November

From clutter to cash

Have you ever looked around your place and wondered how much cash is sitting in those old clothes you never wear, gadgets you never use or other

17 November

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