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Our latest thinking on the issues that matter most in financial planning, including market updates, investment insights and news.
The powerful conversation you need to have
If you asked my 94-year-old grandpa what his best piece of advice is, he’d tell you ‘don’t get old’. He feels like it was yesterday that he was 40.
Ready to roam
Hitting the road in a caravan or motorhome is an increasingly popular way to see Australia. Are you ready to take your home travelling?
Planning for retirement? Start with these 5 steps
It’s never too soon, or too late, to plan for life after work. When you’re in your 20s, 30s, or even 40s, retirement may seem like a lifetime away. But is it ever too early to start preparing yourself for a future of financial confidence? Definitely not.
How taxable is that side hustle?
With Australia going through a major cost of living crisis and interest rates not coming down as quickly as hoped, more and more people are
Scam Alert – myGovID and myID scams
The ATO seeing ATO impersonation scams relating to the recent name change of myGovID to myID, which occurred on 13 November. myID is a new name
Scam Alert – ATO impersonation email scam
ATO impersonation email scamScam Alerts – myGovID and myID scamsATO impersonatio The ATO is receiving reports of a new email scam attempting to steal personal identifying
Market Wrap – September 2024 in Review
Market Watch September 2024 Key events in September 2024 Global share prices delivered solid returns in September, but this was largely driven by the strong
Residential aged care changes
13 September 2024 The Government has proposed a number of changes to the support available for ageing Australians at home, as well as in residential
How much are the Centrelink concession cards worth?
One benefit of receiving the Age Pension is the Pensioner Concession Card (PCC). But how much value can the PCC provide your client? To address
Have i been pwned?
check your email by clicking this link What does being pwned mean? The term “pwned” originates from the word “owned” and is commonly used in
Aged Care Funding in Australia
Care is provided: In people’s homes In the community In aged care homes (also known as nursing homes or residential aged care facilities) A wide