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Welcome to 2020! We hope you had time to rest and revive in the company of friends and family over the holiday season and that this year is your best year yet.

Are you nearing retirement? To increase the odds that your retirement dream matches the reality, consider the seven steps we outline in this newsletter. And, enjoy our top tips on staying healthy, active and connected in retirement.

We put a spotlight on ten common issues with death benefit nominations that could affect your family.

If you are the proud owner of a caravan, explore our ten useful caravan tips and space-saving solutions.

Dream of going on a retreat that doesn't break the bank? Discover three affordable health and wellness holidays that you could add to your travel list.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on Ph: (07) 3026 3600 or email

Kind regards,


Nearing retirement? 7 steps to take before you leave work

You're so close. You were diligent in making additional contributions to your super when it made sense and have saved enough in your fund of choice. You have created a realistic retirement budget. You dream of more days at the beach, turning into a grey nomad, with none, zero, nada, office commitments.

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6 ways to stay well in retirement

A fulfilling retirement isn’t just about money, it’s about staying healthy, active and connected.

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10 common issues with death benefit nominations

Binding death benefit nominations in an SMSF can provide useful direction to the trustee of a fund after death, for distribution of benefits. However, over the past six months, we have noticed some common issues arising that need attention.

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10 useful caravan storage tips and space-saving solutions

Are you finding it a problem to fit everything you need into your caravan? BIG4 Holiday Parks have a bunch of nifty and easy caravan storage tips and space-saving solutions to help you out. Most are inexpensive, too.

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Affordable Destinations for Health and Wellness Holidays

If you struggle to stick to a healthy diet, don't exercise regularly or can't make time for peaceful moments of rest, chances are you need a holiday - and don’t we all!

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