Wagtail Wealth

https://wagtailwealth.com.au/how-much-super-do-i-need-to-retire-at-60/

How much super do I need to retire at 60? - Wagtail Wealth Your approach to superannuation is likely to change as you near retirement. And while your own personal circumstances may influence how you approach super in your 60s, there are still a number of ways to give it a boost before you retire. Everybody has a different retirement in mind. Some […]

https://wagtailwealth.com.au/fake-caller-id-how-to-know-whos-really-contacting-you/

Fake caller ID – how to know who’s really contacting you - Wagtail Wealth Fake caller ID (also called caller ID spoofing) is a common technique that scammers can use to disguise their real phone number. It’s one of the ways they may try to impersonate your bank, super fund or a government agency, such as the Australian Bureau of Statistics (ABS). Australians lost […]

https://wagtailwealth.com.au/super-fund-fees-explained/

Super fund fees explained - Wagtail Wealth What are super fund fees? Super fund fees are the costs charged to manage your account and the investments your money is held in. They can cover running your account, managing investment options, processing transactions and providing services like insurance or advice. Some fees are deducted directly...

https://wagtailwealth.com.au/understanding-the-rules-and-obligations-of-an-smsf/

Understanding the rules and obligations of an SMSF - Wagtail Wealth While there are benefits in establishing an SMSF, running your own fund is complex and there are many things you have to consider, including: In fact, many people who choose the DIY super path use a specialist SMSF administrator to undertake the onerous compliance activities. This allows them to enj...

https://wagtailwealth.com.au/tips-for-staying-safe-online/

Tips for staying safe online - Wagtail Wealth Investment Scams Investment opportunities that seem too good to be true, probably are. If you’re approached via unsolicited emails or calls from an investment company or financial adviser, it’s crucial that you complete some checks before you hand over any personal details. Check if the financia...

https://wagtailwealth.com.au/navigating-redundancy-make-it-work-for-you/

Navigating redundancy – make it work for you - Wagtail Wealth Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling blindsided. If it happens towards the end of your career it can really throw plans into disarray if you’d hoped and expected to keep working longer. The key is not […]

https://wagtailwealth.com.au/how-big-the-gap-is-at-each-life-stage/

How big the gap is at each life stage - Wagtail Wealth Your super balance is one of the strongest signals of how your financial future is shaping up. It’s also one of the first things Australians compare. So it’s no surprise the big question keeps coming up: is my super on track for my age? This guide answers that question with […]

https://wagtailwealth.com.au/the-value-of-good-financial-advice/

The value of good financial advice - Wagtail Wealth When it comes to financial advice, everyone is different. Some people want to do it all themselves, only needing help at crucial times such as when they’re changing jobs, retiring or making a large investment. Others want confirmation on the decisions they’ve already made. Or they may want a fin...

https://wagtailwealth.com.au/the-economy-learn-the-basics-in-5-minutes/

The economy: learn the basics in 5 minutes - Wagtail Wealth Not economically savvy? Not to worry, this short guide will help you learn the basics on the economy and improve your financial know how. 1. What is the ASX? ASX stands for Australian Securities Exchange (not stock exchange like many people think). How does it work? The ASX provides a […]

https://wagtailwealth.com.au/taking-control-of-your-finances-post-divorce/

Taking control of your finances post divorce - Wagtail Wealth Marriage breakdown can be highly traumatic and brings a whole new set of issues when it happens later in life. As well as the emotional challenges, there are practical issues to tackle, not least your finances. It’s all the more reason to get organised – a little bit of planning […]