You can download the latest newsletters and fact sheets below. Please note that facts included in these publications might have changed since the date they were published.
| Date |
Click on link to download PDF file |
Summary |
| Aug 08 |
Fact Sheet: Transition to Retirement (143 kB) |
Turned 55? Like to keep working but gain access to your super? This fact sheet explains transitioning to retirement using handy examples. |
| July 08 |
IFFP News: Winter 2008
(220 kB) |
The theme of this issue is 'protection'.
We look at ways to help investors prepare themselves for tougher times:
- Tax tips for the new financial year
- Living with turbulent markets
- Coping with tougher times
|
| Jun 08 |
Fact Sheet: Debt, Savings or Super (178 kB) |
The July tax cuts mean an extra $15 - $20 per week in our pockets. IFFP has outlined some easy ways that you can turn this cash into so much more. Some tips include:
- Managing personal debt
- Putting a 'hex' on your HECS
- Turn $15 into $3000 (or more)
|
| May 08 |
Fact Sheet: Pocketwatch - Budget Summary
(477 kB) |
The first budget of the new Labor Government
was handed down on 13 May 2008.
IFFP has summarised the key
changes that were announced and those
that are likely to have the biggest impact on
households. |
| Apr 08 |
IFFP News: Autumn 2008
(392 kB) |
In this edition we examine the fundamentals of share market investing in a time of rising interest rates and share market volatility.
- Managing debt in the face of rising interest rates
- Profiting from turbulent times
- Why are interest rates going up?
|
| Mar 08 |
Fact Sheet: Don't sweat the short term!
(243 kB)
|
It would have been very hard for anyone who has watched the
news or read a paper over the past couple of weeks to have
missed reports on the recent volatility in world markets.
Read about the Do's and Don'ts of surviving market ups and downs in our latest fact sheet. |
| Jan 08 |
IFFP News: Summer 2008
(206 kB)
|
In this issue we are 'covering all bases'!
We are looking at the most important types of insurance, and how they help to protect you in your quest for financial security:
- Income Protection
- Life & Permanent Disability
- Trauma Insurance
- General Insurance
|
| Jan 08 |
Fact sheet: Over 45, Fabulous and Financially Fit
(353 kB)
|
Women, on average, live longer than men. They play a key role on over 85% of all
purchasing decisions and many also look after the household finances. Yet many women are not financially well off.
Whether you’re single, partnered or divorced, this fact sheet is packed with tips to set you on the road to financial health! |
| Dec 07 |
Fact Sheet: What to expect when you're planning... (185 kB) |
To many of us, the thought of visiting a financial planner might be a bit daunting. Perhaps, you aren’t exactly sure what your financial goals are?
In this fact sheet, we will clarify what a financial planner can do for you and how you can prepare yourself for your first free consultation. |
| Nov 07 |
IFFP News: Spring 2007
(162 kB) |
In this issue we explore how asset allocation provides a means of controlling the level of risk we take with our investments. Articles:
- Ostrich or eagle?
- A touch of (asset) class
- Would you like ethics with that?
- Super benefits for the terminally ill
- Increased age pension entitlement
|
| July 07 |
IFFP News: Winter 2007
(439 kB) |
Articles in this issue:
- What happens to your super when you die?
- Changes to super made in last year's federal budget
- When super isn't the way to go - looking at different investment options
- Transition to Retirement rules explained
|
| July 07 |
Fact Sheet: Make the most of super/pension changes (221 kB) |
The 2006 Federal Budget included sweeping changes to super, pensions and tax,
which will affect all Australians. These changes could provide an opportunity for you to maximise
your retirement benefit, whether you are considering retirement now or well into the future. |
| July 07 |
Fact sheet: Finding a good financial planner (359 kB) |
There has been a lot written about the benefits of obtaining good financial advice - but what exactly does financial planning involve? |
| May 07 |
Fact Sheet: Be a Woman about it
(266 kB) |
In this fact sheet we examine financial issues that particularly affect women and what you can do to minimise their impact and achieve financial security. |