Key Points: 2020 turned out far better for investors than was feared. 2021 is expected to provide solid returns and …
Read more2021 – A list of lists regarding the macro investment outlook
Key points 2020 was dominated by the Coronavirus pandemic but shares saw okay returns on the back of policy stimulus …
Read moreReview of 2020, outlook for 2021 – from Pandemic to Recovery
If retirement’s coming up on your horizon, you’ll be keen to make sure your plans stay on track. It makes …
Read moreWhy it’s important to think about insurance ahead of retirement
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 …
Read moreWhat you need to know if you deferred your loan repayments due to COVID-19
Key Points This economic downturn and recovery differs from those of the past in that: the downturn was driven by …
Read moreFive reasons why this downturn and subsequent recovery are different
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 …
Read moreAre young people putting themselves at risk without life insurance?
The COVID-19 pandemic has certainly disrupted our daily lives, forcing us to close entire industries and change our behaviour overnight. …
Read moreManaging your financial health during the COVID-19 pandemic
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 …
Read moreHow has COVID-19 changed Australian consumer spending habits?
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 …
Read moreUnintended consequences of Government COVID-19 Policies
Despite the recent wild ride for markets coping with the uncertainty of the coronavirus pandemic, many investors are well-versed in …
Read morePlanning, not panic: managing retirement portfolios through the pandemic
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 …
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 …
Read moreLight at the end of the coronavirus tunnel – what does it mean for investors?
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 …
Read moreThe increasing spread of Coronavirus: updated economic and investment market implications
Estimates of the size of the sustainable investment market vary from around $23 trillion to almost $31 trillion, with responsible …
For decades real estate not only delivered security and comfort to bring up Australian families but also a cast-iron vehicle …
In Australia, we’re pretty big on borrowing money. According to figures published by Finder, Australia takes the number four spot …
With a little bit of planning you should be able to successfully avoid having the joy of starting a family …
If you’ve only recently started earning for yourself, taken out a mortgage or started a family, you’ll know it’s a …
Ever since King Alyattes of Lydia minted the first coin in 600BC, humanity’s relationship with money has been constantly evolving. …
Read moreFrom bartering to smartphones—how our money habits have evolved
Ready to discover the life changing magic of simplifying your money management? Taking the lead from minimalism guru Marie Kondo, …
According to recent research from Mortgage Choice and Core Data, 35% of Australians give in to the temptation to spend …
If your partner has expressed that you’re a bit of a letdown when it comes to managing money, here are …
Read more9 tips when you don’t size up in the financial department
Here are some ways you may be able to benefit your bod, while upping the change in your back pocket …
Read more7 healthy habits that could improve your bank balance by thousands
If you’ve realised you might have a problem with your credit card debt, it’s time to take back control. Sit …
Read more6 ways to reduce your credit card debt once and for all
In Australia, special capital gains tax rules apply when dealing with assets of a deceased estate. The most common types …
In the wake of recent ferocious bushfires, the climate change debate has climbed the news agenda, with many Australians now …
To help pay for the public health system which we call Medicare, you’re required to pay a 2 percent Medicare …
Everyone who’s approaching retirement wants to know how much money they need to save – how much is enough to …
Super law sets out some requirements that trustees of regulated super funds need to consider when formulating an investment strategy. …
When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d saved …