Latest Articles

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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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Economic and market overview

Australian shares fared well in July, buoyed by suggestions that no further interest rate hikes will be necessary. With inflation...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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