Super fund performance and unlisted assets
Differences in the returns of various super funds have primarily been driven by whether the funds are invested in unlisted or listed assets. Super fund returns are always in the …
Should you fix your home loan?
Key takeaways An understanding of the benefits of fixing your home loan, including payment stability, protection from rate hikes and certainty over long term financial planning. The potential drawbacks to …
Seven key charts for investors to keep an eye on
Introduction At the start of this year, we thought shares would have reasonable returns albeit it wouldn’t be smooth sailing given ongoing issues around inflation, interest rates, the risk of …
Seven key charts for investors to keep an eye on
Introduction At the start of this year, we thought shares would have reasonable returns albeit it wouldn’t be smooth sailing given ongoing issues around inflation, interest rates, the risk of …
Factor Investing explained
Global markets are made up of dozens of asset classes and millions of individual securities, making it challenging to understand what really matters for your portfolio. But there are a …
Economic update
October was another difficult month for financial markets, partly reflecting an acceptance among investors that interest rates are likely to remain high for longer than was previously anticipated. Geopolitical risk …
5 ways to do more with less money in your relationship
We all want to live a good life with our partner, but does that have to include fine dining every night and travelling to exotic destinations? Here are five tips …
Boosting confidence in retirement
Every retirement is unique. Maybe dining out isn’t your thing, but you couldn’t bear to give up your weekly exercise classes. Figuring out how much you can spend in retirement …
Stressed but surviving – Aussie women and their finances
Taking control of your finances starts with your super. As we battle rising interest rates, cost of living pressures and a general COVID-related economic hangover, it’s fair to say that …
What is gazumping and how to prevent it happening to you
Picture the scene. You’ve found your dream home—a short stroll to the local schools, close to a leafy park to walk the dog and on a quiet residential street with …
5 ways to do more with less money in your relationship
We all want to live a good life with our partner, but does that have to include fine dining every night and travelling to exotic destinations? Here are five tips …
Term deposit vs savings account: what’s the difference?
Term deposits offer certainty and savings accounts offer flexibility. Here are some other common features and benefits of each. Putting your money into a savings account, or in the alternative, …
How to invest responsibly and ethically
If you’d like your money to make a difference to the world as well as your future, responsible investing may be for you. Almost 9 in 10 (89%) Australians feel …
Help your retirement funds last the distance
Retirement is a time that many Australians eagerly anticipate, providing plenty of time to pursue hobbies, do more travelling, or simply kick back and enjoy the fruits of your labour. …
Getting married – managing your money as a couple
Making a commitment to share your life with another person is a significant milestone and there is a lot you can do to manage your money as a couple. The …
Elder financial abuse
Elder financial abuse can happen to anyone at any time. Learn how to recognise the signs and equip yourself with the knowledge to minimise the risk of it happening to …
When you need a will and who can help
Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to …
How to upsize your super with a tax-free downsizer contribution
Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your home? Downsizing your …