Insights

Stay across the latest trends and insights to help you navigate your financial future & grow your wealth. 


January 21, 2020

Going solo – Planning for Retirement after Divorce

While divorce rates have fallen in Australia in recent years, there is one age group where it’s becoming more common. In the two decades to 2017, […]
January 16, 2020

The Impact of Bushfires on the Australian economy

Key points about the impact of bushfires on the Australian economy The bushfires are expected to result in around a 0.4% hit to GDP mainly in […]
January 9, 2020

Retirement planning – Six ways to stay well in retirement

A fulfilling retirement isn’t just about money. Retirement planning is simple – it’s about being healthy, active and connected. So much of preparing for retirement is […]
December 19, 2019

The search for dividend yield in a low-growth environment

Investors have faced a low-growth environment with low dividend yield for some time now – and this does not appear to be changing anytime soon. Global […]
December 17, 2019

Do falling markets signal a good time to open an SMSF?

Historically, the advantage of a self-managed super fund (SMSFs) was that it was a direct way to take control of your retirement savings. By taking charge […]
December 11, 2019

Review of 2019 – Outlook for 2020

Key points 2019 saw growth slow, recession fears increase and the US trade wars ramp up, but solid investment returns as monetary policy eased, bond yields […]
December 10, 2019

Time to take the property plunge? Things to think about before buying an investment property

For decades real estate not only delivered security and comfort for Australian families – but also a cast-iron vehicle for wealth building. It was seemingly immune […]
December 4, 2019

Getting ready for retirement: How to get your finances in order

As retirement comes into view, it’s time to imagine a new you for the post-work age. You remember your first day at school, your first job, […]
November 26, 2019

Stay one step ahead of online scams

Just as the internet continues to surprise us every day, so too does the sophistication of online scams. It’s good to stay in the know with […]
November 19, 2019

Discussing money – How to have an honest discussion about finances

It’s a funny thing, money. On the one hand it can get us excited or give us a real sense of achievement (think reaching a savings […]
November 18, 2019

Superannuation Death Benefit Limitations

As an SMSF trustee, you need to take special care when paying death benefits as you are responsible to ensure that the payment rules are met. […]
November 12, 2019

Five global factors that may impact your investment portfolio

When running a self-managed superannuation fund (SMSF), it’s important for you to be aware of some of the key economic, environmental and global factors that may […]