16 May 2012 - Recently, the Government announced the 2012/2013 Federal Budget. And, while this Budget may not be super-centric, there are some changes that may affect how super operates in the future.
17 May 2012 - If you’re aged 50 or over, this year’s change to the concessional contributions caps could make a big difference to your retirement plans. Without good strategic advice, you could miss some significant opportunities or incur higher tax bills.
17 May 2012 - If you’re aged 55 or over, this 30 June could be the most financially significant since the Simple Super changes came into effect mid-way through 2007.
17 May 2012 - If you’re thinking about resigning or retiring (or are faced with a redundancy), you should know the special tax concessions for certain employment termination payments (ETPs) will end 30 June 2012.
14 March 2012 - Getting your super organised may sound like a chore you’d rather avoid, but getting your super in order now may make all the difference when you get to retirement.
14 March 2012 - It’s good to know what’s going on with your super. And this year there are a few important changes to legislation that could have an impact on your retirement savings.
30 Sep 2011 - Maybe it’s a no-expenses-spared overseas trip, or a caravan and a wide open road. We all fantasise about it, and most of us spend years working towards it.
30 Sep 2011 - Consolidation, roll-ins, rollovers, transfers in—these terms all mean the same thing—combining multiple super accounts into one.
30 Sep 2011 - At Plum when it comes to your super and broader financial issues, we want to provide you with education and support so you can make the most of your super when you retire.
8 Aug 2011 - You may have recently seen and heard news headlines about investment market volatility world wide.
5 Aug 2011 - As can be seen from recent news headlines, the global economy is in a volatile state with equity markets falling significantly.
13 May 2011 - The 2011/2012 Federal Budget produced few changes to super.
5 Aug 2011 - Recent movements in the world investment markets have been a timely reminder that the markets will always have peaks and troughs.
23 May 2011 - We’re encouraging you to send us an email suggesting topics you’d like to know more about.
8 Apr 2011 - Have you ever wondered what happens to your super when you leave your employer? You’re moving on, but that doesn’t mean your super has to. Find out how you can stay with Plum.
24 Feb 2011 - In December, the Government responded to the Cooper review in a paper called Stronger Super.
12 Jan 2011 - Estate planning can be a daunting and difficult topic to talk about, but despite any misgivings it is important to plan for what will happen to your assets when you pass away.
12 Jan 2011 - Find out about Transition to Retirement strategies and how a little bit of planning now could make a difference in retirement.
12 Jan 2011 - Have you got your super with several super funds? Do you receive multiple super statements and brochures? Wouldn’t it be great to have all you super in the one place?
12 Jan 2011 - This time of year can be the best time to start thinking about your budget; creating one or adjusting your existing one.
30 Sep 2010 - If you recently opened your benefit statement and were a little disappointed by your investment return, you may be wondering whether super is still a good investment.
30 Sep 2010 - What exactly is the Cooper review and what does this shake up mean for your super?
30 Sep 2010 - The housing market in the US has historically been the backbone of its economy, leading it out of 7 of the last 8 recessions.
30 Sep 2010 - Do you find it hard to navigate your way through the fact and fiction when it comes to insurance? The following points may help you separate insurance fact from insurance fiction.
18 May 2010 - Find out about the super and taxation changes that may be of interest to you.
18 May 2010 - Moving towards online disclosure.
18 May 2010 - Find out how the government may help top up your super.
18 May 2010 - Find out how you could close the super gap.
18 May 2010 - Find out what's happening in the economic markets.
25 Jan 2010 - Mark Staggs looks at personal insurance.
25/01/2010 - A snapshot of the Cooper review.
25/01/2010 - A look at how much super is enough...
25/01/2010 - An investment wrap up of 2009.
9/10/2009 - Check our tips to avoid the traps.
9/10/2009 - New legislation to allow the transfer of super between countries.
9/10/2009 - Strategies that could kill two birds with one stone.
9/10/2009 - Learn how you can stay with Plum, even after leaving your employer.
9/10/2009 - How are the markets faring?
9/10/2009 - Can’t tell the difference between a GFC from a GDP?
8/9/2009 - With the ASX-200 now around 40 per cent above its March low, the question that all market commentators are asking is whether the recovery in the equity markets we have seen this year is sustainable? We investigate the various forces that could hinder or propel the market recovery.
11/8/2009 - The legislation governing the administration and taxation of super held by temporary residents has recently been amended.
28/7/2009 - The 2009 Federal Budget announced significant changes to superannuation. These changes may impact you if concessional contributions are made into your super...
28/7/2009 - If you’re nearing retirement, the impact of the Global Financial Crisis (GFC) may have you re-evaluating how you approach this important life stage...
28/7/2009 - Did you know that giving up one coffee a day could mean around $94,000 extra in super...
6/7/2009 - With a worrying number of Australians being under insured, we look at how much insurance is enough and ways to close the insurance gap.
6/7/2009 - We explore the features and benefits of a binding nomination and the steps required to make the nomination.
6/7/2009 - The 2009-10 Federal budget saw some key changes to super. We investigate these changes and how they may impact you!
6/7/2009 - We investigate the strategies that governments around the world have employed to help steer us through the Global Financial Crisis.
6/7/2009 - As well as helping your achieve a comfortable lifestyle in retirement, we look at why super is one of the most tax-effective ways to invest your money.
12 May 2011 - Recovery has been a long process, but investment markets look like they're finally gaining some momentum.
