Latest Articles

A guide to aged care

A guide to aged care

Moving into residential aged care can be an uncertain and overwhelming experience for everyone involved. On top of the personal...
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8 tips to get a harder working home loan

8 tips to get a harder working home loan

It’s lucky Aussie homeowners are a pretty resilient bunch. All the interest rate rises over the past couple of years...
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Residential aged care changes – what could they mean for me?

Residential aged care changes – what could they mean for me?

The Government has proposed a number of changes to the support available for ageing Australians at home, as well as...
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Making the most of your retirement finances

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?

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?

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

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?

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

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

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?

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

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

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

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?

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

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?

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

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?

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

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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