News from the Industry

SMSF

Setting up a Self Managed Super Fund may initially seem like a daunting task. Where do I start?

Funds Management

As we age, protecting our financial assets and securing our financial future becomes paramount. From protecting your home to managing large assets, having a clear plan provides peace of mind - not only for yourself, but also for your family’s future.

Superannuation

Is it too late to retire comfortably? ‍ This is a common thought for Australians in their 40s and 50s. The dream of retiring early can often feel out of reach, especially with rising living costs, changing super rules, and the pressure of limited time to save and invest. But starting later doesn’t mean missing out.

Investing

The financial markets are constantly shifting, and while Australia’s economy is projected to remain stable in 2025, growth rates are expected to stay low, between 1% and 2%.

Investing

For many Australians, cryptocurrency is an exciting, modern investment with plenty of potential. But like any investment, knowing the rules and understanding the regulations is essential. It’s about making sure you’re informed and secure in a rapidly evolving financial space.

Funds Management

Navigating your financial future can feel like a big task. Whether you're planning for retirement, considering investment options, or simply trying to make sure your family's finances are secure, having the right support can make all the difference.

Superannuation

Understanding what happens to your superannuation when you die isn't just about planning for the future

Superannuation

Navigating the complexities of tax savings and retirement planning can feel daunting. With so many options and rules to consider, it's easy to feel overwhelmed.

Investing

Investing in the stock market can sometimes feel like putting all your eggs in one basket, especially if you're only focused on shares from Australia only.

Investing

As the global economy continues to limp, you may be among the investors wondering if the best investments are in currencies that are not tied to any economic authority but are easily accessible to anyone with a digital wallet.

Investing

Dreaming of diving into real estate investment in the Australian housing market, but find yourself worrying about mortgage and maintenance headaches? You're not alone.

Investing

We use digital markets every time we purchase something online, and we use digital assets every time we scan through our photos saved in cloud data storage.

Superannuation

Congrats on starting your own business – it's an exhilarating journey! Navigating the Australian business landscape means becoming familiar with some fundamental essentials, like superannuation.

Investing

Are you dreaming of the day you unlock the door to your very own home? For many of us, that day can't come soon enough. Homeownership is not just a financial goal but a significant milestone that reflects your hard work and smart choices.

Investing

Concerned that a looming recession could shake up your investment strategy game? You're in good company. Even small dips in the market can make seasoned and new investors alike a little uneasy.

Investing

Financial planning and managing your money is more than saving for when you're old. Yes, you should start saving and investing for retirement as early as possible, but pay attention to the journey.

Investing

Turning to a financial advisor for financial advice as you journey through life's pivotal moments is invaluable. Whether these milestones bring you closer to your personal dreams or family aspirations, they often signify a financial shift, making it essential to pause and review your financial roadmap.

Investing

The Australian FIRE (Financial Independence, Retire Early) movement has gathered the interest of many people who yearn for financial freedom and the opportunity to retire ahead of schedule. Navigating the complexities of this movement and implementing effective strategies require discipline, planning, and an understanding of the unique financial landscape in Australia.

Investing

What is Capital Gains Tax?

Superannuation

We all dream of retirement, and luckily, in Australia, employers are required to contribute to your superannuation investment fund, aka "super".

SMSF

A self managed super fund (SMSF) can have many benefits such as choice, flexibility and transparency but the obligations and responsibilities can be off putting.

Investing

Whether you’re an entrepreneur, self-employed or a contract employee, it's important to consider which retirement investment strategies are best for you, particularly when you’re not obligated to participate in superannuation.

Investing

Setting your financial goals and meeting them is a huge success, and when you cross that threshold of financial security, you can look to modify your investment strategy for your heir's inheritance plan.

Investing

Self Managed Superannuation Funds (SMSF) have a number of benefits if you're looking to take control of your retirement investments.

Funds Management

An uncertain economy usually means a reassessment of your investment portfolio and projected income streams—including your super. During the COVID pandemic, over 3 million Australians withdrew funds from their super before they reached retirement age.

Funds Management

With inflation really rising for the first time in years, many Australians are worried about whether their money will last through retirement.

Investing

Thinking of investing in cryptocurrency? These days, it's certainly an enticing idea—a new type of digital money that is (at the moment) exempt from government regulations.

Funds Management

Savings strategies have become a popular topic amongst financial advisors, especially with petrol prices closing in on $10 per litre in some countries, Aussies are starting to take this current inflationary period seriously.

Funds Management

Are you worried about not having enough for retirement? Australians are fortunate that there is a strong system in place for retirees to enjoy a good standard of living.

Funds Management

One of the more unusual aspects of raising children is a general reluctance to discuss certain issues. Certainly, some topics are best handled when the kids are able to understand (the birds and bees, why you don't talk about politics and religion in polite company) the basic concepts, but talking about money is also a taboo topic for families.

Funds Management

Many novice investors are convinced that there's some magic formula, some "secret sauce", that's all they need to make a killing in the stock market.

Funds Management

As the great Ferris Bueller once said, life comes at you fast. So fast, in fact, that you may well find yourself in your mid thirties or beyond with no serious financial plan and many financial mistakes.

Investing

To invest in your 30's or not to invest? The decision to invest is a no brainer. You'll grow more in your thirties than in any other decade of your adult life. At 30, maybe you have recently had a child or have a great position working in your dream job.

Superannuation

For many Australians, the primary question that arises every year is: do I accelerate my mortgage payments to pay my house off sooner, or do I invest?

Investing

A few months ago, we addressed growing concerns about managing inflation and how it impacts your investment decisions.

Funds Management

If you're one of the millions of Aussies who makes your own investment decisions—over 70% - one of the likely reasons you haven't used a financial adviser is that you're just not sure who you can trust.

Investing

If you're keeping up with the financial news, you're well aware that the media is somewhat overwrought about inflation. So should you be worried that your financial sky is falling? The short answer is no, but learning how the economics of inflation impact your investments will help you make solid long-term decisions for the future.

SMSF

Quite often superannuation is overlooked at the start of a young person’s career. But as with most things in life, forward planning will yield the best results when it comes to your retirement and financial stability.

Superannuation

Dividing assets during a separation or divorce is never easy, but when your superannuation is in a self-managed super fund (SMSF), it's even more challenging to determine the valuation of the assets, then come to an even and equitable settlement.

Funds Management

As with most major life events, proper preparation for retirement can help make the transition into that phase of your life – much more enjoyable and a lot less stressful. Some planning can also help you make the most of your income during retirement, giving you the financial freedom to truly enjoy your downtime. Here we list a few tried and tested strategies for maximising your income during retirement.

Simply put, an exchange traded fund (ETF) is a basket of securities that trade on an exchange, in exactly the same manner as a stock.

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Investing

Recently, we have seen a surge in the number of investors seeking to expand their portfolios to include Listed Investment Companies (LICs).

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Listed Investment Companies make up a substantial number of managed funds that can be traded on the Australian Securities Exchange (ASX), and appeal to many investors for several reasons. There are currently around a hundred LICs on the ASX, amounting to in excess of $30 billion.

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Stockbroking

If you’ve started planning for future financial security, you have likely considered investing in the share market to maximise your potential return on investment. Investing in the share market can be a daunting prospect, but with the right knowledge and expectations, it could be your key to ensuring a comfortable retirement.

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Funds Management

How to turn your super into a guaranteed income for life. Similar to an account-based pension, an annuity guarantees you a fixed income for a number of years, or even the rest of your life, depending on your financial circumstances and arrangement.

Superannuation

Planning for your retirement is no simple matter – there will be many questions that come into play. Not only in the process of investing for your retirement, but also in choosing how to cash out on your nest egg when the time comes.

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Superannuation

You just set up your account with the default provider chosen by your employer and then forget about it until retirement age when you (hopefully) come back to a tidy little nest egg, right?

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Funds Management

Too many super accounts? Consolidate & maximise your return.

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Stockbroking

If you’re new to investing, choosing a strategy to best serve your goals can seem like a daunting task!