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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.

Building your team: Financial adviser

The term synergy is derived from the Greek word συνεργία; it 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 (each with their own unique skills), and then directing them towards a specific goal or objective, can help you reach financial empowerment.

President-elect Trump: What should you do?

In light of Donald Trump’s recent victory in the U.S. election, this short video by a respected research house provides information on President-elect Donald Trump’s initial impact on the economic market as well as potential short, medium, and long-term considerations for investors. 

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, we see two people connect over their different walks of life.

Give yourself a pep talk

Life is full of long and windy turns, obstacles and tough decisions, which is why some of us may take the path of least resistance and subsequently find ourselves falling short of what we set out to originally achieve. 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.

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.

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.

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.

Experimenting with the Past and the Future

This month we’re sharing an interesting experiment on perception versus reality. We hope you enjoy this short video. You might be surprised at the outcome!

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?

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. 

The 2015 Budget Summarised

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

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.

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.

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.

Inspirational Quotes

Here is a great collection of inspiration quotes.

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.

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.

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.

Leadership Lessons from Dancing Guy

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

Global health and wealth

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

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.

Good Bye 2011 - Year in Review

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

Couples Finances

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

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?

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

“It's right to get the budget back into surplus, but some of Joe Hockey's measure are plain nasty”, says Ross Gittens, Economic Editor of the Sydney Morning Herald. Check out what else Gittens has to say on the 2014/15 Federal Budget.

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.

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

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

10 top time-saving tech tips

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

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.

7 News - 2013 Federal Budget

Wayne Swan says the budget delivers a responsible plan to deliver jobs and growth.

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.

The rhythm of money

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