Latest Articles

What is an investment platform?

What is an investment platform?

You may have heard of investment platforms (or master trusts or wrap accounts, which are two types of investment platforms)....
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The explosion of the Australian credit market

The explosion of the Australian credit market

A reshaping of Australia’s financial landscape is underway, driven in large part by the Australian Prudential Regulation Authority’s (APRA) 2024...
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Investing for income

Investing for income

Share markets are renowned for taking unexpected downturns and while history shows that markets eventually recover, this rebound in value...
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Inflation vs your savings

Inflation vs your savings

Inflation is a slow force working against your financial goals. It can quietly erode the purchasing power of your money...
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How to read and understand your super statement

How to read and understand your super statement

Your super may be one of the biggest assets you'll ever own – and for most of your working life,...
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Avoiding income tax bracket creep

Avoiding income tax bracket creep

You earn more money; you pay more tax. So far, so fair. But what’s not so fair happens when your...
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$3 million super tax explained

$3 million super tax explained

What's actually changing and who it affects Known to some as the ‘$3 million super tax’, new legislation effective from...
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Tips for staying safe online

Tips for staying safe online

Investment Scams Investment opportunities that seem too good to be true, probably are. If you’re approached via unsolicited emails or...
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Understanding the rules and obligations of an SMSF

Understanding the rules and obligations of an SMSF

While there are benefits in establishing an SMSF, running your own fund is complex and there are many things you...
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Super fund fees explained

Super fund fees explained

What are super fund fees? Super fund fees are the costs charged to manage your account and the investments your...
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Navigating redundancy – make it work for you

Navigating redundancy – make it work for you

Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling...
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The value of good financial advice

The value of good financial advice

When it comes to financial advice, everyone is different. Some people want to do it all themselves, only needing help...
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The economy: learn the basics in 5 minutes

The economy: learn the basics in 5 minutes

Not economically savvy? Not to worry, this short guide will help you learn the basics on the economy and improve...
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Taking control of your finances post divorce

Taking control of your finances post divorce

Marriage breakdown can be highly traumatic and brings a whole new set of issues when it happens later in life....
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Average super balance by age in Australia

Average super balance by age in Australia

Your super balance is one of the strongest signals of how your financial future is shaping up. It’s also one...
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Romance scams – signs an online relationship could be a scam

Romance scams – signs an online relationship could be a scam

Romance scammers build emotional trust by seeming attentive and expressing intense feelings but money requests follow, often disguised as financial...
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EOFY super moves worth thinking about

EOFY super moves worth thinking about

End of Financial Year (EOFY) is a good time to show your super some love. EOFY often gets us thinking...
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Dreaming of early retirement?

Dreaming of early retirement?

Many Australians today expect to be working well after they would like to retire, new research from Colonial First State...
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Developing a retirement savings plan

Developing a retirement savings plan

While saving for retirement can seem somewhat daunting, there are a few simple strategies to use when planning your best...
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Reserve Bank lifts interest rates by another 0.25pc to 4.35pc

Reserve Bank lifts interest rates by another 0.25pc to 4.35pc

The Reserve Bank of Australia (RBA) has increased interest rates by 0.25 percentage points. The new cash rate target is...
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