Latest Articles

Are you getting the Age Pension you’re entitled to?

Are you getting the Age Pension you’re entitled to?

If you receive the Age Pension, recent changes to means testing for retirees could put more money in your pocket....
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Why do you need superannuation?

Why do you need superannuation?

When you’re just starting out in the workforce, it’s easy to see superannuation as money that’s not quite yours. After...
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More super for eligible employees from 1 July 2023

More super for eligible employees from 1 July 2023

Compulsory super contributions paid by employers went up in July. Here are 8 things you should know, including what it...
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How to get more from your 2023 tax return with super contributions

How to get more from your 2023 tax return with super contributions

We all want to make the most of our tax return each year. Did you know, other than claiming the...
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15 common sense tips to help manage your finances

15 common sense tips to help manage your finances

Shop around We often shop around to get the best deal when it comes to consumer items but the same...
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2022-23 saw investment returns rebound – but is it sustainable?

2022-23 saw investment returns rebound – but is it sustainable?

Key points - After the rough ride of 2021-22, 2022-23 turned out to be a good one for investors as...
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What is the retirement age in Australia?

What is the retirement age in Australia?

When will you be ready to retire? There are two important ages you need to consider when thinking about retirement...
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What are the steps to investing?

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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Protect yourself against romance scams

Protect yourself against romance scams

Dating and romance scams are very destructive – both financially and emotionally. Don’t let them break your heart or wallet....
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Making downsizer contributions into super

Making downsizer contributions into super

If you’re over 55 and looking to boost your retirement savings, you may be eligible to make a super contribution...
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Smart super strategies for this EOFY

Smart super strategies for this EOFY

Smart super strategies for this EOFY Want to help boost your retirement savings while potentially saving on tax? Here are...
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10 ways to boost your super savings

10 ways to boost your super savings

Many of us turn a bit of a blind eye to super. We know it’s there and we know it’s...
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What you should know about creating your will and estate plan

What you should know about creating your will and estate plan

If you’ve got people in your life who you love and assets you’d like to be distributed in a certain...
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Do budgets really work?

Do budgets really work?

Budgets without the boredom Say the word budget. Maybe it makes you want to blush about your credit card balance...
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Where is the recession

Where is the recession

Key points A progress report on inflation: Inflation appears to have peaked, led by improvements in core goods prices and...
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Economic update May 2023 Investment markets were relatively calm in April, following a period of heightened volatility in March when...
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What to do when your fixed rate home loan term is ending

What to do when your fixed rate home loan term is ending

Many Australians were fortunate to lock in record low interest rates but this may be drawing to an end. A...
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Credit risk in focus amid bank tumult

Credit risk in focus amid bank tumult

Key views Tightening financial conditions and a return of credit risk have reinforced our risk-off stance. The Credit Suisse deal...
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The opportunities in energy transition

The opportunities in energy transition

After the wild ride experienced by investors in 2022, Perpetual's Deputy Head of Equities, Anthony Aboud is seeing opportunities in...
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Five charts on investing to keep in mind in rough times

Five charts on investing to keep in mind in rough times

Key points Successful investing can be really difficult in times like now with immense uncertainty around inflation, interest rates, issues...
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