Latest Articles

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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
How to protect yourself from super scams

How to protect yourself from super scams

Super and investment scams target your personal wealth by convincing you to invest in fake schemes and companies. A super...
Read More
2023-24 saw strong investment returns again – but can it continue?

2023-24 saw strong investment returns again – but can it continue?

Key points - 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central...
Read More
Super and tax – what’s changing on 1 July 2024

Super and tax – what’s changing on 1 July 2024

They say nothing is certain in life except two things – death and taxes. Australians can probably add a third...
Read More
How to reduce your mortgage interest rate and fees

How to reduce your mortgage interest rate and fees

With interest rates continuing to rise, reducing your mortgage interest rate can be a great way to save money so...
Read More
How debt can help you build long-term wealth

How debt can help you build long-term wealth

Contrary to what some people may think, debt can help you build your wealth – especially if the debt is...
Read More
Commonly Asked Questions – retirement planning

Commonly Asked Questions – retirement planning

Retirement is a major milestone in life, representing the end of years of hard work and dedication. It's a time...
Read More
7 ways to get ready for tax time

7 ways to get ready for tax time

Here’s a quick checklist to help you prepare for the end of financial year and maximise your tax time benefits....
Read More
Helping your parents financially while saving for retirement

Helping your parents financially while saving for retirement

Many people are finding themselves in a situation where they need to provide financial support to their aging parents. Balancing...
Read More
Social media scams: Who’s really following you?

Social media scams: Who’s really following you?

Cyber criminals are targeting people based on personal details and preferences – and reeling them in with professional looking follow...
Read More
1 5 6 7 8 9 23