Did you know there’s now more than $3 billion in unclaimed money, including lost shares, bank accounts and life insurance policies? It only takes a few minutes to check if some of it belongs to you, and searching is completely free.
This month we also cover the questions to ask a mortgage broker, how to weigh up a fixed vs variable home loan rate, and what to check when you open your superannuation statement.
And are you already retired? Try our new retirement income calculator and let us know what you think.
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When a financial institution loses touch with you, money that’s sitting in a bank account, life policy or investment can become unclaimed. The amount unclaimed is approximately $3 billion - use our free search tool to check if some of that could be yours.
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Have you recently seen an advertisement or received a phone call, text message or online message about reviewing or switching your super? Complete our 2-minute survey and share your experience.
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If you're preparing and lodging your own tax return, remember the deadline is 31 October. Here’s a quick recap of what to declare, what to claim, and how to lodge for free.
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More than 80% of home loans are now arranged through mortgage brokers. ASIC’s latest review highlights what borrowers should know and the questions to ask before accepting a home loan recommendation.
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With interest rates at their highest level in more than a decade, mortgage-holders may be weighing up the certainty of a fixed rate against the flexibility of a variable loan. Explore the trade-offs of each option.
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Annual super statements can reveal more than just your account balance.
Take a few minutes to check your investment option, fees, insurance cover, contributions and beneficiaries. Small differences today can have a significant impact on your retirement savings over time.
Check your super -
Already retired? Our new retirement income calculator estimates how much you could spend over the next 12 months, helping you make the most of your savings.
Retirement income calculator
