EXECUTIVE SUMMARY
In a complex world that keeps posing challenges to investors, advisers continue to add value that enables their clients to attain their long-term financial goals.
The spectre of a global recession and rising inflation have...[Read More]
A generational guide to minimising tax throughout life
13 November
Tax isn’t just a yearly chore — it’s a lifelong consideration. From your first job to retirement, understanding how to manage your tax obligations can make a significant difference to your financial well-being.Â
Each stage of life presents...[Read More]
A life well-lived: Finding joy and comfort in the next chapter: A client story
13 November
When Margaret turned 78, she often found herself reminiscing about the life she’d built — the years spent raising her family, her career as a teacher, the travels, and the friendships that stood the test of time. But more than nostalgia, she...[Read More]
Understanding debt: The key to conquering It
13 November
Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]
Spinning the globe, finding Slovenia: A journey for two
13 November
Oh, what a thrilling notion — your dream trip! Whether it’s sipping mint tea under a Saharan sunset, wandering misty mountain trails in Japan, or dancing under the stars in a tucked-away Mediterranean village.
To start crafting your perfect...[Read More]
Self-Managed Superannuation Fund (SMSF) checklist
13 November
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities.Â
This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
What you need to know before making an ESG investment
13 November
Environmental, social, and governance (ESG) investments are becoming more popular as people become increasingly aware of the need to consider how a company is run when making investment decisions. The goal is to generate financial returns while...[Read More]
The art of parenting with heart – requires careful consideration of boundaries, communication, and emotional intelligence
13 November
Navigating the dual roles of being a parent and a friend to your children presents a unique set of challenges and opportunities. This delicate balance requires careful consideration of boundaries, communication, and emotional intelligence.Â
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The...[Read More]
Investment markets and key developments – Weekly market update 07-11-2025
13 November
It has been a weak start to November, a supposedly seasonally strong month for global shares. Over the week, US shares have fallen 1.6%, with consumer discretionary stocks leading the losses, driven by weakening labour market data. Tech stocks...[Read More]
On the road with tools in tow: What travelling tradies need to know about legal and insurance essentials
13 November
Setting off around Australia as a travelling tradie can be one of the most rewarding ways to work — combining freedom, flexibility, and financial opportunity.Â
Whether you’re chasing projects across state borders, filling in demand in regional...[Read More]
Deputy Commissioner, Emma Rosenzweig talks Payday Super
13 November
If you haven’t heard much about Payday Super, this is a good starting point.
Put simply, Payday Super is about paying super on payday. So, if you’re an employer, from 1 July 2026 you’ll pay your super guarantee obligations at the same time as...[Read More]
Interest rate cuts might have less impact than thought
13 November
Changes to interest rates could have less of an impact on household spending than traditionally thought, which means the Reserve Bank might have to hike or cut harder to achieve its aims.
Despite the RBA hiking interest rates in one of its sharpest...[Read More]
No smoking gun to link deposit scheme, home price spike
13 November
Property prices grew at the fastest rate in more than two years following the federal government’s expanded deposit guarantee scheme kicking in, but there is not enough evidence of a direct link between the two, housing experts say.
Home values...[Read More]
RBA bigwig reveals how economy can escape slow lane
13 November
Whether Australia takes the road to prosperity or stays in the slow lane depends largely on fixing productivity, according to a top Reserve Bank official.
Australia’s economy faces three possible paths forward, RBA deputy governor Andrew Hauser...[Read More]
Consumers feeling merry in time for a Christmas splurge
13 November
Australian households are optimistic about their economic prospects for the first time since the start of an inflation spike almost four years ago.
The Westpac-Melbourne Institute Consumer Sentiment Index climbed above 100, meaning optimists...[Read More]
No rules, no use: Aussie firms may miss AI opportunity
13 November
A lack of rules governing artificial intelligence technology is holding Australian businesses back, a report has found, and could result in them squandering a $142 billion opportunity.
Networking firm Cisco and the Governance Institute of Australia...[Read More]
