Customer Monitoring

PLEASE NOTE: The personal homepage for some smartMonday PRIME TESF members is not displaying current balance and investments, however this information can be viewed by clicking the orange ‘Details’ button to navigate to the self-service portal. We are currently working to rectify this. 

  • Once the kids have left home, those empty rooms can make you miss them even more.
  • If the kids won’t leave home, it’s one way to give them a big nudge!
  • It makes sense to make it available to a family that needs a bigger home.
  • You can pay off any left-over mortgage and use the rest to fund your retirement and have some ‘weekend’ fun.
  • Sea change or tree change – move to the country or the coast where property’s cheaper and the air is cleaner.
  • Up stumps and become a grey nomad for a while
  • Take advantage of the government’s $300,000 Downsizer option to top up your super before you retire and enjoy all the tax advantages it offers.
  • ‘If most of my money was in cash, I’d soon run out of it’
  • ‘I wouldn’t be able to sleep at night if most of my money was in shares.’
  • It could affect your Age Pension entitlement
  • If you’re audited by the ATO you could be up for repaying tax on undisclosed income and there are hefty penalties too
  • If you rent out your home or use it for your side hustle it could affect your Capital Gains Tax and Land Tax liability
  • Do you have proper insurance to cover people working for you? And what about public liability?
  • Kidults. Statistically children are living with their parents longer.
  • Weddings
  • Grandchildren
  • Helping them get a home deposit together
  • Illnesses and accidents