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Our latest thinking on the issues that matter most in financial planning, including market updates, investment insights and news.
The potential estate complexities of dying without a will
Having a legally valid will can go a long way to avoiding disputes over the division of your assets.
Life in retirement keeps getting more expensive
The latest rise in the Age Pension rate still falls short of what many people may need to have a modest lifestyle in retirement.
Smart super strategies for this EOFY
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year
Changes to tax cuts from 1 July
The Government has passed legislation to amend the tax cuts which apply from 1 July this year. The changes are explained below, along with some things you may wish to think about to help maximise your savings.
Preparing for known unknowns and unknown unknowns
Moods in the lead up to the end of the year are usually brighter. What’s not to love about impending shutdowns and holidays?
Unfortunately, a lot of what I’ve got to say is a mood dampener because the world is in a tense and troubling situation.
Market Wrap – Nov 2023
Key events in November Global share prices made a very strong recovery in November after the sharp falls of September and October. Milder global inflation
Market Wrap – Oct 2023
Key events in October 2023 Global share prices fell sharply in October. The shock of the violent Hamas terrorist attack in Israel on 7 October
Market Wrap – September 2023
Global share prices have finally responded to a wall of worries. High inflation with rising bond yields and interest rates caused global shares (hedged) to deliver a weak -2.7% return for the three months to September. The falling Australian dollar has partly mitigated the impact for unhedged global shares which recorded a negative -0.4% quarterly return.
Global approaches to aged care
Aged care has been a hot topic in Australia over recent years – and with an aging population, demand on the sector is only going to grow. So, how does our approach to aged care differ from that overseas, and what could the future hold here?
Nicole Pedersen-McKinnon: 5 household hacks to help you cut your bills
The start of any financial year is a great time to do an economic audit but, with cost-of-living pressures everywhere, this year it may even be crucial. One of the obvious ways to save money is to cut your ‘discretionary’ spend on life’s nicer things — and consumer sentiment and retail sales data suggest many Australians are.
But an easier, more appealing technique could be to sit down and assess the household expenses that you might consider ‘fixed’ costs. Here are the five household hacks that are usually most effective for economising.
4 mind hacks to help turn your finances around
Whether it’s our approach to saving and spending or our willingness to take on debt, psychology plays a big part in determining our relationship with money.
Fortunately, there are plenty of ways you can shift gears mentally to get a better handle on your finances. Let’s take a look at just a few below.