Risks to consider when building a portfolio
It is important to understand what you’re investing in, as well as where you’re getting your information. How are Australian investors...
top of page
My Fortress - Articles
My Fortress
Sep 5, 2022
Three tips for building a good portfolio
Be deliberate - Setting measurable investment goals gives you clarity and direction and prevents you from falling into common investment...
My Fortress
Sep 5, 2022
Six important costs your family faces if you pass away
(and how life insurance can help them deal with those costs) Although we don’t like to think about it, death is a part of life and it is...
My Fortress
Aug 8, 2022
A round-up of 1 July changes and what they mean
We share some key superannuation and tax changes for the 2022-23 financial year, as well as some measures that have remained the same....
My Fortress
Aug 8, 2022
Starting an investing conversation with kids
Introducing children to the concept of investing and building long-term wealth helps lay the foundations early; with an ageing population...
My Fortress
Jul 18, 2022
Understanding the power of dollar-cost averaging
If you’re a member of a managed superannuation fund, chances are you’re already benefitting from the long-term power of dollar-cost...
My Fortress
Jul 18, 2022
Tips for reviewing annual super statements
When it comes to retirement, many of us may receive retirement income from various sources. For example, investments (inside and outside...
My Fortress
May 23, 2022
Investment portfolios and concentration risk
When it comes to investing, the main asset classes are cash, fixed interest, property, and shares. Importantly, each asset class (and...
My Fortress
May 23, 2022
The RBA rate rise – why did this happen?
For the first time since November 2010, the RBA has raised its official cash rate - from 0.1% taking it to 0.35%, joining central banks...
My Fortress
Apr 21, 2022
Age Pension entitlement: Eligibility tests
When it comes to maintaining your financial wellbeing in retirement, it’s important to understand that as you enter this phase of your...
My Fortress
Apr 21, 2022
Boosting retirement savings with super contributions
Whether you dream of retiring and travelling the world, caravanning around Australia, or pottering in the garden, the question remains...
My Fortress
Apr 13, 2022
The 2021 HILDA Survey: Retirement trends
The Household, Income and Labour Dynamics in Australia (HILDA) Survey follows the lives of over 17,000 Australians each year-collecting...
My Fortress
Jan 10, 2022
Retirement and housing (homeownership)
According to 2016 Census data*, about 76% of over-65s are homeowners, while 12% are renters and 11% are in other tenure arrangements (eg...
My Fortress
Jan 10, 2022
Growing your super: Government super contributions
One of the risks retirees can face is the potential to run out of retirement savings by living longer than expected-commonly referred to...
My Fortress
Jun 22, 2021
Gearing
Gearing or borrowing to invest, allows individuals and couples to excel their wealth creation to help grow their retirement assets....
My Fortress
Jun 15, 2021
Direct shares
Investing in direct shares describes when you buy shares on the Australia Securities Exchange as an individual. But is this investment...
My Fortress
Jun 8, 2021
What is an SMSF?
A self-managed super fund is a private super fund that you manage yourself, giving you the power to choose the investments and insurance...
My Fortress
May 28, 2021
Financial Planning
Wealth Creation Wealth Creation starts with three simple principals 1. Spend less than you earn 2. Invest your surplus wisely 3. Don't...
My Fortress
May 26, 2021
Superannuation
The return and growth of your superannuation balance will depend on if you invest it right. For couples looking to live a comfortable...
bottom of page