What to consider when choosing an investment option?
Choose investments that are right for you. When it comes to choosing an investment option when you join a super...
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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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Avoid the superannuation death tax
While there has not officially been any death duties in Australia for decades, they definitely still exist, albeit under another...
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US banks, inflation, interest rates and recession risk – what it means for investors
Key points US regional bank failures have added to uncertainty about the investment outlook flowing from inflation and rate hikes....
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How do share markets work?
There are many asset classes you can invest in and shares are just one type that you might find in...
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Building an emergency savings fund
With the number of unpredictable events that have happened in the past few years, from COVID to inflation, being financially...
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What’s super and how does it work?
A helpful guide to understanding the basics of super. Superannuation, commonly known as ‘super’, is money set aside while you’re...
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What are some ways to invest $10k
Save it. Invest it. Pay down debt. When it comes to deciding how to invest $10k, there are plenty of...
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What are asset portfolios?
Building your wealth for the long term starts with a sound investment strategy; but with so many options outside your...
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Buying an investment property
Is an investment property the right choice for you in retirement? What you need to know about buying an investment...
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Why investing for retirement is different
When you’re still employed and earning a salary, there’s money coming in you can rely on. In retirement, in the...
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Ways to expand SMSF investment horizons
The mix of investments that is right for an SMSF will depend on very personal factors, including SMSF members’ age,...
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Investing in investment bonds
Investment bonds are long term investments that may offer tax efficiency to investors on a high marginal tax rate and...
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Five long term global trends and implications for markets
This article looks at some longer term structural trends in the economy and their impact on economic growth and investments....
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Economic update February 2023
Risk assets performed strongly in January, following further indications that inflation may have peaked in key regions. Global economic growth...
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Understanding reverse mortgages
Reverse mortgages are home mortgages that work in the opposite way to a normal home mortgage. Instead of interest and...
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How to deal with rising inflation
Between March 2021-22, inflation in Australia rose by 5.1%. Meanwhile, wages only rose by 2.4%1. With the bare essentials becoming...
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Are you on track with your finances?
When it comes to life stages, we’re all different. Some of us are all set up with a mortgage, a...
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Review of 2022, outlook for 2023
Key points 2022 was dominated by high inflation, rising interest rates, war in Ukraine and recession fears. This hit bonds...
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How does the First Home Super Saver Scheme (FHSSS) work?
If you’re a first home buyer, you may be eligible to withdraw voluntary super contributions you’ve made (plus earnings) to...
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