Why it’s important to think about insurance ahead of retirement
If retirement’s coming up on your horizon, you’ll be keen to make sure your plans stay on track. It makes …
Economic Update
Australia: The Reserve Bank of Australia cut the official cash rate to a new historic low of 0.1%. The Treasurer …
How to get Aged Care at Home
Older people who are struggling to live at home and take care of themselves often face a dilemma. Many don’t …
Many Aussies in the dark about retirement
There’s always been a lot of unknowns when it comes to retirement but throw a global pandemic into the mix, …
Nine keys to successful investing
Introduction As an investor it’s very easy to get thrown off by the ever-present worry list surrounding investment markets that …
Preparing for retirement during Covid-19
Timing is everything. It’s true in comedy, and it’s also the case when it comes to retirement. After decades of …
Responsible and ethical investing
If you’d like your money to make a difference to the world as well as to your future, ethical investing …
What you need to know if you deferred your loan repayments due to COVID-19
With the initial six-month deferral period coming to an end, lenders have started contacting customers who deferred their home and …
Five reasons why this downturn and subsequent recovery are different
Key Points This economic downturn and recovery differs from those of the past in that: the downturn was driven by …
A Joe Biden Presidency
Implications for Investors and Australia Key points: The US election has been close and final counting as well as legal …
Seven reasons why the trend in shares will likely remain up, albeit with bumps along the way
Key points Shares have had a strong run up from their March lows with US shares now at a record …
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 …
Who inherits your super?
There are only certain people who can inherit your super when you die. There are also two different types of …
Unintended consequences of Government COVID-19 Policies
For every action there is a reaction. And while we’re not criticising the government’s policy response to COVID-19, we recognise …
Planning, not panic: managing retirement portfolios through the pandemic
Despite the recent wild ride for markets coping with the uncertainty of the coronavirus pandemic, many investors are well-versed in …
Geopolitical risks for the economy and investments
The world has always been challenged by the dynamics of geopolitics. The nature and magnitude of associated conflicts may transition …
Economic Update
Market and Economic overview Australia The coronavirus ‘curve’ of known cases has flattened out, suggesting social distancing measures have been …
Downsizer contributions: what are the rules?
In the first year since older Australians have been allowed to make downsizer contributions, 4,246 people have contributed a total …
Dividend cuts – what can investors expect?
Since the financial crisis more than a decade ago, investors have had to search much harder for income as savings …
Market Insight – Staying the Course
While it can be hard to stay in the market when share prices plummet, now is not the time to …
Light at the end of the coronavirus tunnel – what does it mean for investors?
Introduction The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion. Some …
Federal Government stimulus package
March 2020 What it means for individuals, retirees and the Australian economy Here we explain some of the benefits you …
The increasing spread of Coronavirus: updated economic and investment market implications
Key points While reported new coronavirus cases in China have slowed, the pickup in cases outside China has led to …