Learning the lessons of 2020: An extraordinary year

When the COVID-19 pandemic hit Australia in March 2020 it brought immediate and severe financial gloom. Shares plunged 37% and …

Risk assets including equities and credit continued to power ahead in April. Locally, the share market and the Australian dollar …

On 1 July 2021, both the concessional and non-concessional superannuation contribution limits, also known as ‘super contribution caps’, will rise. …

As every parent knows (even before they become one), raising a child isn’t cheap. And those expenses don’t necessarily stop …

The amount of super savings that can be transferred into a retirement pension (whether you have one or more than …

Insurance plays a central role in providing financial security for you and your family when it’s needed most. You insure …

Building your wealth for the long term starts with a sound investment strategy. But with so many options outside your …

The potential increase in members from four to six a in self-managed fund has led to many to consider about …

As the COVID economic landscape continues to take shape, Australian Federal Treasurer Josh Frydenberg has handed down the 2021-22 Federal …

Introduction Volatility associated with November’s US election should finally be over, enabling investors to refocus on economic prospects and the …

For some people, risk means excitement and opportunity. For others, it invokes feelings of fear and discomfort. We all experience …

Once you decide to retire you can access your super as a lump sum or start an account-based pension (also …

Inheritance is an emotional subject on every level. The people leaving an inheritance generally do it with pride and love. …

An age-old question is whether it’s better to invest in property or shares. There is actually no right or wrong …

Some cryptocurrencies have experienced a surge in value (and interest) since the pandemic. However, there’s a long way to go …

2020 may be remembered as the year we’d rather forget. The terrible health consequences and fatalities associated with the spread …

A healthy super balance is a key ingredient to living comfortably in retirement. But for many people, retirement is a …

Key Points: 2020 turned out far better for investors than was feared. 2021 is expected to provide solid returns and …

Key points 2020 was dominated by the Coronavirus pandemic but shares saw okay returns on the back of policy stimulus …

If retirement’s coming up on your horizon, you’ll be keen to make sure your plans stay on track. It makes …

Australia: The Reserve Bank of Australia cut the official cash rate to a new historic low of 0.1%. The Treasurer …

Older people who are struggling to live at home and take care of themselves often face a dilemma. Many don’t …

There’s always been a lot of unknowns when it comes to retirement but throw a global pandemic into the mix, …

Introduction As an investor it’s very easy to get thrown off by the ever-present worry list surrounding investment markets that …

Timing is everything. It’s true in comedy, and it’s also the case when it comes to retirement. After decades of …

If you’d like your money to make a difference to the world as well as to your future, ethical investing …

With the initial six-month deferral period coming to an end, lenders have started contacting customers who deferred their home and …

Key Points This economic downturn and recovery differs from those of the past in that: the downturn was driven by …

Implications for Investors and Australia Key points: The US election has been close and final counting as well as legal …

Key points Shares have had a strong run up from their March lows with US shares now at a record …

Today, young people are often called the “the smashed avocado generation,” supposedly frittering away money on ‘luxury’ items rather than working …

The COVID-19 pandemic has certainly disrupted our daily lives, forcing us to close entire industries and change our behaviour overnight. …

Australians enjoy one of the highest life expectancies in the world, which means you can look forward to a long …

In times of uncertainty, when share markets and interest rates are falling, along with declines in consumer and business confidence, …

How has COVID-19 changed Australian consumer spending habits? Australian spending habits have changed markedly in the last few months. Consumers …

Introduction Covid-19 developments continued to dominate attention. There were spikes in the number of new infections in both Australia and …

Available for a limited time, the HomeBuilder grant offers eligible owner-occupiers, including first-home buyers, a potential tax-free $25,000 boost to …

Investment funds can be broadly split into two categories – active and passive. And while both options play a part …

There are only certain people who can inherit your super when you die. There are also two different types of …

For every action there is a reaction. And while we’re not criticising the government’s policy response to COVID-19, we recognise …

Despite the recent wild ride for markets coping with the uncertainty of the coronavirus pandemic, many investors are well-versed in …

The world has always been challenged by the dynamics of geopolitics. The nature and magnitude of associated conflicts may transition …

Market and Economic overview Australia The coronavirus ‘curve’ of known cases has flattened out, suggesting social distancing measures have been …

In the first year since older Australians have been allowed to make downsizer contributions, 4,246 people have contributed a total …

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 …

Since the financial crisis more than a decade ago, investors have had to search much harder for income as savings …

While it can be hard to stay in the market when share prices plummet, now is not the time to …

Introduction The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion. Some …

March 2020 What it means for individuals, retirees and the Australian economy Here we explain some of the benefits you …

Key points While reported new coronavirus cases in China have slowed, the pickup in cases outside China has led to …

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