Latest Articles

What to do if you’re 55 and have no retirement plan

Key takeaways Strategies for fast tracking your retirement savings nest egg, such as debt elimination, additional super contributions and targeted...
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The money conversations you need to have

Although it can feel uncomfortable, talking about money is a good thing. Get some help from the experts to start...
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Make your money work harder – pitfalls to avoid

If there’s one rule of thumb for investors to bear in mind, it’s that “if it looks too good to...
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Five lessons learned in 2023

Interest rate cycles can be different Students of economics are taught that monetary policy works with long and variable lags,...
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A guide to SMSF insurance and estate planning

Making a decision about life insurance is an essential part of your self managed super fund’s investment strategy and can...
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Want to earn more and keep your Age Pension?

Many people continue, or even start, working once they’ve reached Age Pension age. This may be for social reasons, personal...
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Mortgage vs super: where should I put my extra money?

It’s a dilemma many of us face – are we better off directing extra money to our mortgage or super?...
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Falling inflation – what does it mean for investors?

Key points Inflation is in retreat thanks to improved supply and cooling demand. A further fall is likely this year....
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Economic and market overview

A rally in the second half of the month helped global share markets generate solid gains in January, extending the...
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Australian household wealth

Australian household wealth Is high Australian household wealth a source of support for consumers? Key points Australia ranked as having...
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As scams evolve, so can you

As scams continue to evolve, it’s important to stay on top of the latest information. Here are some tips for...
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5 tips for managing your SMSF

Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and...
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What are the steps to investing?

Want to invest but don’t know where to start? Here are five basic steps for investing. Define your goals Taking...
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How to give your finances a health check

How healthy are your finances? Isn’t it time you put your own financial wellbeing front and centre? You can take...
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Getting smart about savings

Saving money doesn’t come naturally to everyone. Some people are wired to save – for others it takes a bit...
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How much super should you have at your age?

Your super balance will most likely play a big part in how comfortably you live in retirement. But depending on...
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50/30/20 budgeting strategy

Having a budget can help you stay on top of bills, pay off debt and save for long or short-term...
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2023 saw the return of Goldilocks, but what’s in store for 2024 for investors?

Key points The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia...
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Five constraints on medium term investment returns

Introduction Starting in the early 1980s investment returns were spectacularly strong. Sure there were bumps along the way like the...
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Financial freedom: A comprehensive guide to achieving true financial independence

In a world where financial stability plays a crucial role in our wellbeing and future aspirations, the concept of financial...
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