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AI and bank shares push super balances higher in 2024

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?

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?

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?

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

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 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

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

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

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

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

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

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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