AI and bank shares push super balances higher in 2024
Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above...
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What is a distribution?
A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest...
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How do hedge funds work in a volatile market?
While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to...
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Ever thought of investing in essential services?
Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns...
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Economic and market overview November 2024
Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements...
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As value outperforms again, is your portfolio ready?
As value returns to market favour it’s time to check in on your portfolio – but not all value exposure...
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Five signs you may need a financial adviser
You don't have time When you’re juggling your job with your personal and family life, it can be challenging to...
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Caring for ageing parents
Some of us may help provide assistance to our ageing parents or other relatives in the future. That time may...
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Navigating the transition to a successful retirement
Just as it is vital to invest in the financial planning, retirement planning must also focus on that other precious...
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How fixed interest got its groove back
Looking for higher returns than cash in the bank with less volatility than shares and property? With interest rates generally...
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Financial literacy for kids
Books can spark our imaginations, transport us to new worlds, and let us explore other times and other minds. They’re...
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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
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?
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
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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