Financial Library

Libertas Private Wealth is pleased to keep you informed with the latest financial planning articles.

Managing your financial health

Understanding financial health Financial health is an important part of our lives. When we take care of our financial health

The case of Unlucky Steve, who bought before every crash

Even investors who bought at the worst possible moments over 25 years still more than tripled their money One of

Break out the spreadsheet: profitability made simple

If your profit lives in your head, not on a spreadsheet, we need to fix that. The thing most soloists

What to consider before buying a rental property

If you’re buying a rental property, it’s important you get the right advice from the very beginning. Before you buy

Departing Australia superannuation payment

If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation

Six strategic investment moves for mid-career women

As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most

Break out the spreadsheet: profitability made simple

If your profit lives in your head, not on a spreadsheet, we need to fix that. The thing most soloists

What to consider before buying a rental property

If you’re buying a rental property, it’s important you get the right advice from the very beginning. Before you buy

Six strategic investment moves for mid-career women

As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most

Almost 3 million workers will get a 4.75% pay rise in July. But wages can’t catch up with inflation

Around 2.8 million of Australia’s lowest-paid workers got a 4.75% pay rise from July 1 this year, after the latest

What’s your risk profile?

Understanding your risk profile is one of the most important steps you can take as an investor. It helps shape

Home loan pre-approval

Everything you need to know about getting a pre-approval for your mortgage. What is pre-approval? Home loan pre-approval (or conditional

Departing Australia superannuation payment

If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation

Make your money last in retirement

Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super

Superannuation: more relevant than ever

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as

Smart tax and super planning before EOFY

Tax time is just around the corner, so now is the time to make sure you’re prepared for 30 June.

Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be

Departing Australia superannuation payment

If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation

Make your money last in retirement

Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super

Superannuation: more relevant than ever

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as

Smart tax and super planning before EOFY

Tax time is just around the corner, so now is the time to make sure you’re prepared for 30 June.

Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be

Managing your financial health

Understanding financial health Financial health is an important part of our lives. When we take care of our financial health

The case of Unlucky Steve, who bought before every crash

Even investors who bought at the worst possible moments over 25 years still more than tripled their money One of

Preparing your business for the new financial year

Every new financial year comes with a list of must-do tasks, but 2026-27 is bringing a range of fresh challenges

Protecting what matters most

We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is

The silent partner in your wealth plan

When you think about building wealth, you may picture investments, property and superannuation. But there’s another critical element: insurance. It’s

Insuring against loss of income

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners

Choosing a home loan

When you’re looking for a good deal on a home loan, the interest rate matters. With the cash rate on

Releasing the value in your home

Rising property prices have led many people to look for ways to unlock the increased equity in their homes so

Credit scores and credit reports

Lenders use your credit score (or credit rating) to decide whether to give you credit or lend you money. Knowing

Departing Australia superannuation payment

If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super

Superannuation: more relevant than ever

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as

Smart tax and super planning before EOFY

Tax time is just around the corner, so now is the time to make sure you’re prepared for 30 June.

Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be

Payday Super: the simple change that can boost your retirement savings

From 1 July 2026, super contributions are getting a refresh. Payday Super means your employer will pay your super at

Legacy or liability? Planning a smooth wealth transfer

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according

Estate planning gives you a final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care

Yours, mine and ours – estate and succession planning for modern families

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A

Age Pension increase offers relief as deeming rates rise gradually

The Federal Government increased the Age Pension from 20 March 2026, alongside a gradual rise in deeming rates. Advocacy group

New aged care act: what you need to know

Sweeping reforms to aged care are set to begin on 1 November to help improve the quality, transparency and flexibility

Financial Library

Libertas Private Wealth is pleased to keep you informed with the latest financial planning articles.

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