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Pension loans scheme animation

Our retirement income—and subsequent retirement outcome—can be affected by how we use our assets. In this animation, we illustrate one option to boost retirement income, the Pension Loans Scheme.

Concessional contributions animation

Come retirement, many factors can impact your super balance—such as time coupled with contributions. In this animation, we illustrate the finer details of concessional contributions.

Legislative update: Your super, your choice

Not all employees can choose the super fund for their employer contributions—recent legislation seeks to address this issue. Alongside this, we share a video by Jason Silva on the paradox of choice.

Super lump sum withdrawals animation

When looking to fund your retirement from your super benefits, it’s important to understand your options— and their appropriateness to you. In this animation, we illustrate super lump sum withdrawals.

2020 Budget: Economic and investment considerations

Deloitte Access Economics’ Chris Richardson and Burman Invest’s Julia Lee discuss their thoughts on the 2020-21 Federal Budget, especially in relation to the level of debt that has been announced.

2020 Budget: Key numbers explained

In the 2020-21 Federal Budget, Treasurer Josh Frydenberg announced many proposed measures, ABC News’ political correspondent, Greg Jennett, explains the key numbers behind some of these measures.

Tax refunds: Your vision & investing in yourself

If you have received, or are expecting to receive, a tax refund this year, consider how it can be put to good use. In this motivational video, Tom Bilyeu talks on making your vision a reality.

The three-bucket approach animation

When it comes to mitigating retirement-related risks, and providing for your retirement lifestyle, there can be several strategies employed. In this animation, we illustrate the three-bucket approach.

Update: Improving flexibility of super for older Australians

In the 2019 Budget, the Government announced their intention to provide more flexibility for older Australians to contribute to super. Accompanied by a clever Volvo video, we give an update on this.

Cognitive bias: Loss aversion animation

Behavioural finance, a sub-field of behavioural economics, studies the psychology of decision-making. In this animation, we illustrate loss aversion, and how it can influence our decision-making.

Morningstar: Market volatility and investment fundamentals

Rational decision-making, especially during increased market volatility, can often make all the difference. In this video by Morningstar, market volatility and investment fundamentals are discussed.

Minimum annual pension payment animation

Upon commencing an account-based pension, a minimum annual pension payment must be made (until such time that the pension ceases). In this animation, we illustrate the minimum annual pension payment.

Google: Year in search 2019

“…a hero is an ordinary individual who finds strength to persevere and endure in spite of overwhelming obstacles.” (Christopher Reeve). In this video, Google showcases searches that shaped 2019.

Your financial situation, goals and objectives animation

Understanding where you are and where you want to be is important when setting out to achieve the latter. In this animation, we illustrate the phrase, ‘your financial situation, goals and objectives’.

High-income and multiple employers?

Are you a high-income earner with multiple employers? A bill that recently became law may be of interest to you. In this funny video, Mr Bean shows us how to not head off to work in the morning.

Working in retirement animation

What is your ideal retirement? In this animation, we illustrate the reasons why some of us continue to (or recommence) work; the benefits of doing so, and the important considerations to be aware of.

Your personal finance skills: Practice makes…

When managing your personal finances, ‘practice makes perfect’. In this video by Dude Perfect, a few individuals show that anything is possible if you put your mind to it…and practice.

Keeping your balance animation

When making financial decisions, it’s important to take the time to consider your two self’s: your present self; and, your future self. In this animation, we illustrate this concept further.

Dream big: SpaceX’s Falcon Heavy rocket launch

“Shoot for the moon. Even if you miss, you’ll land among the stars.” (Norman Vincent Peale). In this SpaceX video, a Falcon Heavy rocket launches into space with a rather unique payload.

Your financial wellbeing animation

A recent survey has found that on average Australians have a financial wellbeing score of 59 out of 100. In this animation, we illustrate what is financial wellbeing, and the things that influence it.

Retirement planning and sequencing risk

Pre and post-retirement, it’s vital to understand the risks that retirees face and have a retirement plan in place to help weather these obstacles. In this animation, we illustrate sequencing risk.

2019 Budget: Guardian Australia and the Political Context

Guardian Australia's political editor Katharine Murphy highlights the political context of the 2019-20 Federal Budget, given the Government’s wish to hand it down before the next election.

2019 Budget: PwC and the ‘Prudence Prevails’ Budget

PwC's chief economist Jeremy Thorpe discusses his thoughts on the 2019-20 Federal Budget, “Prudence prevails in this budget, but with challenges around low wage growth there’s a lot more to do.”

2019 Budget: ABC and Key Numbers Explained

As a result of the proposed measures that have come out of Treasurer Josh Frydenberg's 2019-20 Federal Budget, ABC’s national affairs correspondent Greg Jennett explains the key numbers.

Superannuation: Work test exemption (WTE)

Once you reach age 65, making voluntary contributions to your superannuation can prove more difficult given contribution eligibility rules. In this animation, we illustrate the work test exemption.

Google: Year in search 2018

As you close the chapter on 2018, it’s important to remember, “The past cannot be changed. The future is yet in your power.” (Unknown). In this video, Google showcases the searches that shaped 2018.

Superannuation: The carry forward provision

From 1 July 2018, a carry forward provision applies, which is aimed at giving you the opportunity to ‘catch-up’ concessional contributions. In this animation, we illustrate the finer details.

Exploring and pursuing your goals and objectives

Marathon running and mountain climbing are often used as metaphors for other areas of our lives, whether it be personal or work-related. In this video, we see people pushing themselves to overcome internal and external challenges in the exploration and pursuit of their goals and objectives.

First home super saver scheme (FHSSS)

From 1 July 2018, the First Home Super Saver Scheme will allow eligible prospective first homebuyers to withdraw their voluntary superannuation contributions and, an amount of associated earnings, to assist with the purchase or construction of their first home. In this animation, we explore this in more detail.

Downsizing measure

From 1 July 2018, those aged 65 or over will be able to use the proceeds from the sale of their home, to make a downsizer contribution of up to $300,000 each into superannuation (subject to complying with some finer details). In this animation, we take an in-depth look into the Downsizing Measure.

2018 Budget: The winners and losers

As a result of the proposed measures that have come out of Treasurer Scott Morrison's 2018-19 Federal Budget, ABC News discusses the potential winners and losers.

2018 Budget: PwC and the ‘Slurpee’ budget

PwC Australia Economic Lead Partner Jeremy Thorpe shares his insights on this year’s Federal Budget. Front and centre is the Government’s spending and budget surplus forecasts – a potential ‘Slurpee’ budget.

Personal finance journey: The musical

As you progress through life, the many different areas of your personal finances will be leveraged to help you reach your financial goals and objectives. When these areas are appropriately managed, and work in harmony with one another, it can be ‘poetry in motion’. Watch this video to see what we mean.

Super-linked TPD insurance

Many important considerations are taken into account when establishing a Total and Permanent Disability (TPD) insurance policy that appropriately reflects your needs. In this animation, we illustrate the super-linking strategy when considering claim definitions and the subsequent structuring of TPD insurance.

Compound interest

Albert Einstein once famously said, “Compound interest is the eighth wonder of the world...” In this animation, we illustrate the power of compound interest – importantly, the principles behind compounding are not just limited to your interest bearing savings account.

Superannuation death benefit nominations

An important part of an estate plan is making sure your affairs are in order prior to your passing. In this animation, we discuss superannuation death benefits, eligible beneficiaries and different types of beneficiary nominations you can make.

Bill Gates’ last day of work

When the day finally comes to retire there may be a mix of emotions. The end of one journey and the beginning of a new one. In this video, we look at Bill Gates’ humorous video showcasing his last day of work at Microsoft.

Making the most of your tax refund

How Australians choose to spend their tax refund can vary considerably. In this animation, we provide a number of helpful spending suggestions that could help you make the most of your tax refund.

Dave Allen's comedy sketch: £10 note stuck under car tyre

Accumulating wealth can come in many forms, such as saving, investing and paying down debt. In this video, Dave Allen highlights the pitfalls of deviating from your plan and waiting around for ‘free’ money.

IPA's View on the 2017 Budget

In this video, Institute of Public Accountants CEO Andrew Conway outlines the IPA's view on the major outcomes of the 2017-18 Federal Budget.

Sandra Sully's Budget Overview

In this video, Sandra Sully and Hugh Riminton discuss several of the proposed measures within the 2017-18 Federal Budget.

The Risks in Retirement

There are many risks that you may face when it finally comes time to retire, such as investment, legislative and longevity risk. In this animation, we discuss these and other risks that may impact on your expected retirement lifestyle.

What is an Annuity?

When planning for the income needed in retirement, there are many strategies that you can consider. One option available, depending on your circumstances, is an annuity. We explore a number of considerations when it comes to utilising an annuity in your overall plan.

Salary Sacrifice

Salary sacrificing is a term that many of us have heard, but what does it actually mean and how can we benefit from its use? In our animation we consider the tax-effective and wealth accumulation benefits of entering into a salary sacrifice arrangement with your employer.

Look beyond borders: 4 minutes experiment

“Empathy is the faculty to resonate with the feelings of others. When we meet someone, who is joyful, we smile. When we witness someone in pain, we suffer in resonance with his or her suffering” (Matthieu Ricard). In this video, two people connect over their different walks of life.

Building your team: Financial adviser

Synergy refers to the creation of a whole that is greater than the simple sum of its parts. In this animation, we explore how building your own personal finance team, and then directing them towards a specific goal or objective, can help you reach financial empowerment.

Give yourself a pep talk

Life is full of long and windy turns, obstacles and tough decisions. Taking the ‘road less travelled’, towards building personal wealth, begins with believing in ourselves. Watch this funny video for your guide on giving yourself a pep talk today.

Inside the mind of a master procrastinator

Do you sometimes get side-tracked when on the path to completing a personal or work task before its deadline? For some people procrastination can also play a part in how they approach their personal finances. We hope you enjoy this funny and insightful talk.

Liquidity - What does it really mean?

Have you ever been in the situation where you needed to withdraw cash, close a term deposit before maturity, sell-down managed funds or shares, or put a property on the market to meet a sudden demand? The effort it takes to convert an asset into cash can vary widely.

Gifting Animation

It’s fine to give away your money or other assets to family members, friends or charities, but if you currently receive or expect to qualify for a pension or other allowance bear in mind that Centrelink does apply limits to how much you can gift.

An end of financial year checklist for SMSFs

Having a self-managed superfund comes with a range of responsibilities. In this video we explain the things SMSF trustees need to do at or around the end of each financial year.

Drawing down your super

For most people, access to super starts at or close to retirement, but in extreme circumstances you may be able to access your super sooner if you meet certain requirements. This video looks at the different options that you have to draw down your super and when earlier access may apply.

The IPA's view on the 2016 Australian Federal Budget

Institute of Public Accountants General Manager Technical Policy, Tony Greco outlines the IPA's view on the 2016 Australian Federal Budget.

Scott Morrison talks to ABC's 7.30

In this video Leigh Sales challenges Scott Morrison. Mr Morrison discusses the current deficit and what their plan is for the future economic growth for Australia.

Super Splitting Animation

Super splitting is a strategy that allows you to share your super contributions with your spouse. It can be a helpful way to boost your spouse’s super and may benefit you in other ways depending on your situation. See our video to learn more.

5 Point Check for Super

Has it been a while since you have looked at your Super? Check out our newest animation to see what to look at when it comes to reviewing super accounts. 

Healthy Financial Habits for 2016

Time for a health check on your financial habits? Check out our video on what makes for healthy financial habits for a positive start to the new year. 

Risk and Investment

Depending on how you look at it, investment risk can mean different things to different people. And there are many ways in which people put their financial position at risk without realizing. Check out our animation and see how this might apply to you and what you can do to manage your risks.

Changes to the Pension Assets Test

Do you know about the upcoming changes to the Pension Assets Test? Find out more about what to expect in our short video.

Borrowing in your SMSF

In some cases it is possible for an SMSF to borrow to buy an investment asset. However, be careful, there are many things to consider. Check out this short video about ways your SMSF may be able to help finance the purchase of an investment asset.

The Battle Between your Current and Future Self

Spending money or saving money? This is the ongoing battle between present and future self. The battle can be unfair as your current self can be stronger than your future self – and this applies to money as well.

Insurance in Superannuation Animation

There are different ways that you can hold your life insurance, one way is through your superannuation fund. This animation looks at what should be considered with holding insurance inside of superannuation.

Asset Allocation Animation

Asset Allocation is important when it comes to investing. So what is Asset Allocation and how does it work? What are the important concepts to consider with Asset Allocation?

The 2015 Budget Summarised

This video summarises the main points of the 2015 Federal Budget.

David Speers talks to Joe Hockey on the 'Have a go Budget'

In this video David Speers talks to Joe Hockey about the 2015 ‘Have a go’ Federal Budget. 

What will Australia look like in 2055?

What will Australia look like in 40 years? In this video, Dr Karl (best known as an author and science commentator on Australian radio and television) investigates what the future challenges and opportunities Australia may face from the 2015 Intergenerational Report.

Dollar Cost Averaging Animation

Many of us already have a dollar cost averaging strategy in place without even realising it. In this animation we explore the concept of dollar cost averaging and how this strategy works.

Building Super Animation

There are many different ways you can build your super balance in preparation for retirement. In this video we take a look at some of the common ways you can contribute to your superannuation.

Sources of Income in Retirement

Where is your income going to come from when you retire? This animation takes a quick look at a typical retiree’s sources of income in retirement.

Superannuation options nearing Retirement

If you are approaching retirement, or have reached your preservation age, you may be wondering what options you have for your superannuation monies. This animated video explains more.

Age Pension

There are many rules and regulations when it comes to working out whether you qualify for an Age Pension. This short animation explains some of them.

Federal Budget 2014: Tough and unfair, it's business as usual

“Joe Hockey's 'contribute and build' budget can also be labelled the 'no pain, no gain' budget”, says Emma Griffiths, political correspondent for the ABC. Check out what else Griffiths has to say on the 2014/15 Federal Budget.

Will you still be doing triathlons when you are 90?

With Australia’s life expectancies at their highest level, you may just live for longer than you anticipate, like this fit and healthy 90 year old! What does this mean when planning for your retirement?

10 top time-saving tech tips

In this video there are a few useful tips to get the most out of your technology.

ABC - 2013 Federal Budget

The Federal Budget includes little in the way of surprises with the usual promise of big savings and big spending, though not this election year.

Can't stop the music

Like the evolution of music and dance, personal finance and world markets will continue to evolve and change. What’s more important than worrying about the change is ensuring your fundamentals are working for you.

The rhythm of money

The more your financial arrangements are in rhythm the easier it is to plan.

Couples Finances

Here are a few things to consider, and to do, which may just keep the peace around your finances.

Good Bye 2011 - Year in Review

Time flies by so quickly. Take a moment to watch some of the major events of 2011.

Creative accounting

Whether you’re into your numbers or not, you’ll get a laugh out of this short and quick look at creative accounting.

Global health and wealth

A fascinating video showing change in health and wealth across generations and the world!

Mum's life

A very clever video by a Mum who clearly knows the demands on being a Mum.

Dad's Life

A funny video for the Dad's who are moving through the midstream of life.

Derek Sivers: Keep your goals to yourself

After hitting on a brilliant new life plan, our first instinct is to tell someone, but Derek Sivers says it's better to keep goals secret.

Leadership Lessons from Dancing Guy

A light-hearted look at an example of Leadership and the 'Second Follower'.

Imagine (UNICEF: World Version)

Did you know that John Lennon showed all the signs of having the Dolphin money personality? In this video, we see his iconic song 'Imagine', sung by people from around the world.

Longboarding: Let Go

Kyle Chin skates from top to bottom down a beautiful hill in Outerspace.

How the Markets Work

This is a short video presentation on how the financial markets work.

Guy Kawasaki - Do not write a mission statement, write a mantra

Guy explains that you don’t need a big fancy mission statement.

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