Latest Articles

What to consider when choosing an investment option?

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

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

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

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?

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

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?

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

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?

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

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

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

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

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

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

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

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

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?

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

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?

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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