Understanding the benefits and disadvantages of self-managed superannuation funds in Australia In 1999, self-managed superannuation funds (SMSFs) came into existence. Why? So that small businesses and the self-employed can establish and manage their own superannuation...
Our SMSF Glossary is your go-to guide for unravelling the intricacies of self-managing your super. Whether you’re a seasoned investor or just starting, we’ve got your back.
There are several reasons why you’d take a career break. Family reasons, study or a long travel trip are common reasons. It’s usually women who take a break to raise a family. According to a 2019 study, only 29% of working males in Australia and New Zealand say...
It can be hard keeping up-to-date with current superannuation rules. And, yes, they’ve recently changed. Again! So, let’s discuss the superannuation changes that came effective on 1 July 2021. Increase to the Superannuation Guarantee contribution rate The...
Why You Need to Nominate Beneficiaries on Your Superannuation Ensuring your loved ones are looked after when you die When your last day on earth arrives, do you know who will benefit from your superannuation? Don’t just assume your partner and kids will automatically...
Why do I need personal insurance? Protect your financial security with your superannuation’s life insurance Nobody wants to think about leaving this world and leaving their loved ones behind. We also don’t want to think about the possibility of being involved in an...
Do you know what you are invested in? If you feel confused when it comes to superannuation statements, you’re not alone. All of that financial jargon can be overwhelming! When your super statement arrives, either via post or email, do you: Read it? Skim over it and...
Please read here for changes to superannuation legislation How can I contribute to my super? Unless you’ve been living under a rock, you would be familiar with the term ‘superannuation’. But what is it exactly? Even if your retirement is a decade or two away, it’s...
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Kylie is the Yin to Anthony’s Yang.
With a Diploma in Financial Planning, she’s spent over 25 years in the financial services industry, using her knowledge and skills to successfully weave an adoration of style and travel, alongside business, into her life.
While Kylie brings experience and knowledge from brands like ANZ, HSBC, Deutsche Bank and Merrill Lynch, she also brings heart and inspiration to Creo Wealth. This shows in how she manages the Creo Wealth team who feel appreciated by Kylie (oh, and Anthony too!)
But Kylie’s heart and inspiration doesn’t stop there. She’s a huge spender and certifiable shoe addict. This, along with her upbringing, means Kylie truly understands how hard it is to get in touch with your money story.
She’s on a mission to educate people to help them understand their money story. And then give them the tools to begin rewriting it. Kylie loves to use her stylish shoes to kick-start people’s confidence to set and reach their financial goals.
And the fun part for Kylie?
She always looks classy when she challenges Anthony for that last M&M.