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Boost super in your 40s or kiss your lifestyle goodbye

In July 2017, the government introduced new rules that make it imperative for higher income earners to pay close attention to their annual super contributions or risk retiring without enough money ...

Posted by Michael Russell

Sharing knowledge and honing skills at our 2019 adviser conference

It’s always hard to take time away from the office and our clients, but once again we were reminded of the benefits of bringing our national team together to share knowledge and hone our skills at this year’s annual adviser conference in Melbourne recently.

Posted by Lee Wapling

Election Update Series: Changes to franking credits in SMSFs proposed if Labor is elected

Proposed changes to franking credits in SMSFs are on the horizon if Labor is elected in May. There could be significant impacts for retirees with an SMSF who are wholly in the pension phase. Financial adviser, Jason Calleja, explains the potential impact and what you can do to protect your wealth if the proposed changes come into effect.

Posted by Jason Calleja

Superannuation changes with effect from 1 July 2017

The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live the dream. New superannuation laws ...

Posted by Mike Reynolds

How will new superannuation laws impact you?

Yes, after months of debate of debate and a federal election we finally have some certainty on Superannuation. On November 23, superannuation legislation was passed by both houses of parliament. Major ...

Posted by Mike Reynolds

The six things financial planners say matter to your future

What is the formula for creating health, wealth and happiness at every stage of life? After nearly two decades of providing personalised advice to our happy clients, our financial advisers share FMD Financial's six pillar approach.

Posted by David Batchelor

Planning the best bet for women’s super

  Whilst there are media conversations aplenty about the gap in women’s super it seems the message, whilst acknowledged, is not spurring women to take action. Professional advice is widely ...

Posted by Mike Reynolds

Stop the gap in women's super

In Australia today, women are helping drive the knowledge economy with 63% holding year 12 qualifications compared to 58% of men. However, findings from a recent ANZ report reveals the national gender pay ...

Posted by Adam Davenport

How women can take control of their financial future

We interview FMD adviser, Lauren Abela, who works with busy, established professional and entrepreneurial women, passionate about life and gaining confidence around their money. What are the greatest financial issues ...

How will the 2015 Federal Budget affect you?

The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live the dream. Last week’s ...

Posted by David Batchelor

A case for the Self-Managed Super Fund

Dear FMD, I have been thinking about purchasing a second residential investment property, and my friends suggested that I can use my super for a deposit if I establish an ...

Saving women's super

There has been much commentary on the changing family unit in Australia but the reality is 70% of primary carers of children are women. Although many wouldn’t change this situation, ...

Self-Managed Super: still relevant post Budget?

The Government’s 2014-15 Budget announcements shook up much of the Australian economic landscape. Surprisingly – yet pleasingly – superannuation appears to have escaped without any major changes. In fact, some of ...

Posted by Mike Reynolds

Top tax-time strategies

The end of financial year period is a great time to take stock, reflect on past events and tie up loose ends - and it’s also the perfect time ...

When giving up your salary actually makes you richer

The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live the dream. Salary sacrificing is ...

Posted by David Batchelor

Super contributions

The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live the dream. As of 1 July 2014 ...

Posted by Adam Davenport

FAQs Superannuation

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  • Why shouldn't I keep managing my own money, I've done all right so far?

    Successful people are used to handling their own finances, but you may reach a point where financial management becomes too complex or time consuming and the consequences of financial mistakes far-reaching. At this stage it's wise to turn to a professional adviser who can help you build and protect wealth over the long-term.


Tools & calculators

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Videos

  • What to expect from a first meeting with an FMD adviser

    What to expect from a first meeting with an FMD adviser

    It’s hard to know what to expect from a first meeting with a financial adviser, but getting your questions answered is worth it. Clients usually say ‘We wish we’d done it sooner!  We’ll cover the cost of the first meeting, to ensure FMD and your chosen adviser is right for you (duration: 2:02)

  • What to expect from the Health Wealth and Happiness financial profiler

    Get a picture of your financial position in 15 minutes using our quick and convenient online questionnaire. 
    You'll  receive a personal balance sheet, see how your super is tracking and discover your net worth. You can also book a meeting with an FMD adviser to review your detailed personal report.  We pick up the tab for the first meeting so there's nothing to loose and plenty to gain! (duration: 1:28)

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  • Stop guessing and start planning your retirement now

    Stop guessing and start planning your retirement now

    We have the experience, financial modelling tools, and planning and investment expertise to show you how to make the most of your money and live the life you want.