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...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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How women can future proof their wealth
Planning for retirement is a daunting task but it’s too important not to think about – especially for women. Fortunately,...
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Do you know your Total Superannuation Balance (TSB)? You should!
The total superannuation balance or TSB was a significant change introduced as part of the Government’s superannuation reform package, taking...
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6 things to consider before investing
Investing your money may be an effective way to help you build long-term wealth. While it can seem overwhelming at...
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Federal Budget
How could the proposals impact you and your finances? May 2024 The 2024 Federal Budget provides cost of living relief...
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The First Home Super Saver Scheme (FHSSS): a handy guide for homebuyers
The First Home Super Saver Scheme is a valuable initiative to help first time buyers overcome the challenges of entering...
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Millions to get more Age Pension starting from 20 March 2024
Government Age Pension payments increased on 20 March, so if you're one of the millions of eligible Australians, you’ll have...
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Economic and market overview
Encouragingly the International Monetary Fund (IMF) raised its global growth forecast for 2024, following ‘surprisingly resilient’ economic conditions. IMF officials...
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Will cash remain king?
Cash has been one of the best performing defensive assets over the past three years. When compared with global bonds...
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Why it’s time to consider currency hedging your portfolio
With the Australian dollar trading below long-term averages and expected to rise as the US dollar peaks, it’s time to...
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What is risk appetite?
Risk is about tolerating the potential for losses. Understanding your risk appetite allows you to make well informed decisions about...
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Seven lasting impacts from the COVID pandemic
Key points Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased...
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Outliving your savings
While living a long and healthy life is a goal for most of us, it does raise a valid question....
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