Dividend investing for income from Australian shares

Dividends contributed 51% of the ASX 300’s total return over the 20 years to November…
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Create a Financial Legacy for Your Family Through Thoughtful Planning

Your family’s financial future is shaped by more than the assets you pass on. Creating…
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Can you build generational wealth from nothing in Australia?

Yes, everyday Australians can build generational wealth without an inheritance or a large starting sum….
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How to Diversify Investments Across Markets and Asset Classes

A long list of investments isn’t necessarily a diversified portfolio. To understand how to build…
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How families can talk about spending, debt and shared goals

A family money plan should cover more than bills. It brings together income, spending, debt,…
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How to Talk to Your Spouse About Estate Planning Priorities

Start with shared values, then talk through your priorities, existing documents and anything that may…
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Superannuation Death Benefits: Who Receives Them and What Tax Applies

A super death benefit is usually paid to the deceased’s nominated beneficiary or legal personal…
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Enduring power of attorney and the financial decisions it covers

An enduring power of attorney can give someone you trust authority to manage your financial…
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How to stop worrying about money by building practical support

Money worries are easier to manage when you turn them into practical next steps. Learning…
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