SMSF or Public Offer Fund – what’s the difference?

SMSF or Public Offer Fund – what’s the difference?

Jun 09 2021

An important part of financial planning is setting up a super fund, but it can be tricky to decide which suits you…

Counting your blessings

Counting your blessings

May 26 2021

While an inheritance can sound appealing in theory, when it actually happens to you and it’s the result of the loss of…

Investing on behalf of your kids

Investing on behalf of your kids

May 24 2021

Investing on behalf of your children can help give them a financial leg up and introduce them to good financial practice at…

Should you be a “Downsizer”?

Should you be a “Downsizer”?

May 17 2021

One of the key takeaways from last week’s budget was the reduction in the eligibilty age for downsizer measure contributions. From 1…

Stronger recovery projected

Stronger recovery projected

May 14 2021

Market update The table below provides details of the movement in average investment returns from various asset classes for the period up…

Reviewing your personal insurance policy: when, why and how.

Reviewing your personal insurance policy: when, why and how.

May 12 2021

Insurance might not always be top of mind, but it’s important to review your policies regularly to make sure you’ve got the…

Financial Insights – Geopolitical Risk and it’s implications for investors!

Financial Insights – Geopolitical Risk and it’s implications for investors!

May 10 2021

Key points Geopolitical issues generate much interest but don’t necessarily have a significant impact on markets But geopolitical risks are higher than…

Relationship break-up entitlements when you’re in a de facto

Relationship break-up entitlements when you’re in a de facto

Apr 28 2021

If you’re wondering who’ll get the home you’re currently living in, the car, or boat if you have one, we answer some…

How to rebuild your super after a COVID-19 withdrawal

How to rebuild your super after a COVID-19 withdrawal

Mar 29 2021

The Federal Government allowed Australians affected by COVID-19 to access some of their superannuation during much of 2020. For many people, the…

The value of a human Adviser in a Robo-advice world

The value of a human Adviser in a Robo-advice world

Mar 15 2021

Having listened to this TED Talk Daily podcast by tech journo Kevin Roose recently it was a timely reminder that an automated…