Making the most of your retirement finances
You’ve waited a long time to reach retirement, so how do you make sure your hard earned savings go the...
Read More
How old is too old for insurance?
Protecting your income during your working years makes sense. But once you – or your parents – grow older, is...
Read More
How do Aussie women’s finances stack up?
Planning for retirement is a daunting task and many Australian women lack confidence in financial decision making. Fortunately, there are...
Read More
Get 2024/25 off to a great start
The beginning of the financial year is a great opportunity to review your financial situation, to make sure you’re on...
Read More
Contributions, when are they made?
Thanks to the evolving rules and additional tests, the world of superannuation contributions continues to be a source of confusion,...
Read More
There remain five reasons to expect the $A to rise
Back in November we saw five reasons to expect a higher $A. These largely remain valid and the $A seems...
Read More
Mortgage versus super – a common dilemma
Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt free turning their...
Read More
Is it worth salary sacrificing into super?
Let’s explore the ins and outs of salary sacrificing into your super and help you determine if it's worth considering...
Read More
How to determine asset allocation
Asset allocation is the process of dividing funds between different asset classes including cash, bonds, property and shares. This takes...
Read More
Economic and market overview
Australian shares fared well in July, buoyed by suggestions that no further interest rate hikes will be necessary. With inflation...
Read More
Decoding cognitive biases: what every investor needs to be aware of
Common human biases that investors should understand when it comes to investing is extremely important. These biases are ingrained in...
Read More
Artificial Intelligence (AI): what does it mean for investing?
AI is revolutionising the world of investing in ways previously unimaginable. Technological advancements have continuously reshaped the way we invest...
Read More
A guide to active and passive investing
Investment funds can be broadly split into two categories – active and passive. And while both options play a part...
Read More
Will I pay tax on my super when I retire?
Tax is often the last thing on our minds when we're planning for retirement but it's important to understand how...
Read More
Why you need insurance and what are your options
We don’t need insurance until we do. Protecting your wellbeing and your wallet “Do I really need this insurance?” It’s...
Read More
What are some investment options outside of super?
When it comes to investing, you have two options – inside or outside of super. Super, being a longer term...
Read More
Tax time checklist for property investors
In Australia, investing in real estate isn’t the preserve of a wealthy elite. The nation’s 2.24 million property investors, owning...
Read More
How to protect yourself from super scams
Super and investment scams target your personal wealth by convincing you to invest in fake schemes and companies. A super...
Read More
2023-24 saw strong investment returns again – but can it continue?
Key points - 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central...
Read More
Super and tax – what’s changing on 1 July 2024
They say nothing is certain in life except two things – death and taxes. Australians can probably add a third...
Read More