If you have an Australian Retirement Trust (ART) superannuation account but haven’t yet set up your Member Online account, we’ve included some helpful information below to assist you in setting up your online access, as well as how to make the most of your Member Online account.

Jessie is passionate about supporting clients in meeting their financial goals. As a qualified Financial Adviser, Jessie plays a crucial role in guiding individuals toward financial success.

Back by popular demand! Roshan and Yannick will be presenting at The Oasis Townsville on Wednesday 8th November 2023 from 5:00pm to 6:30pm. They will be covering important details about DVA and CSC financial entitlements for transitioning veterans and their families.

We’re pleased to announce that Jessie McCormack and Yannick Fitzsimmons will be hosting a presentation at The Oasis Townsville on Wednesday 25th of October 2023 from 5:00pm – 6:30pm. They will be focusing on non-serving partners and families of veterans; current serving or transitioned.

Roshan from Evergreen Financial Advisers and other guest speakers from Bravery Trust and DVA have been invited by The Oasis Townsville to provide information and insight into some key financial fundamentals that veterans should consider.

Experience shows that decluttering can have a remarkable influence on our lives. Come and join Jessie from Evergreen Financial Advisers and Kylie from The Spacious Life for an insightful collaborative event centered around the synergy of physical and financial decluttering.

No, you don’t is the simple answer. A portion of your super (employer benefit) will remain with Military Superannuation and Benefits Scheme (MSBS) until at least age 55 (from age 55 you have the option to draw down on this amount as a pension). The other portion of your super (member and ancillary) can be rolled over into any registered superannuation fund of your choice.

During the early stages of the pandemic the Australian Government created a program with the early release of Australian’s superannuation to help cope with the demands of the pandemic.

A redraw facility allows you to make extra repayments towards your home loan in addition to your minimum repayments.

When looking at mortgage interest rates today, our parents compare and boast a high 17% rate when they bought a house.