Do I need an investment strategy with a SMSF? Yes, to set up and run your own SMSF it is a legal requirement to have an Investment Strategy in place so it is a &ld...
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I can’t afford to stay in my home. Is a reverse mortgage the answer?

Reverse mortgages help unlock access to the wealth tied up in your home, but…
  • They may leave you with too little equity in the future, affecting your financial capacity to move into supported accommodation
  • You may fail to adjust your lifestyle to your post-retirement reduced income
  • You may not be in a position to leave an inheritance for your children
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