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]
Direct shares or managed funds: What is the difference?
6 August
Investing can take many forms, but two of the most common approaches are buying shares directly or investing through a managed fund. Both can provide exposure to investment markets, yet they differ in how they are owned, selected and...[Read More]
Seven things I would tell my younger self about superannuation and investing
6 August
At 60, retirement no longer feels like a distant event. It is close enough to imagine the lifestyle I want, the experiences I hope to enjoy and the financial decisions that will shape the years ahead.
Looking back to when I first started work,...[Read More]
Travelling after 70: Keeping adventure in retirement
6 August
Reaching your seventies does not mean your travelling days are over. Yet many retirees begin to second-guess international travel because of health concerns, unfamiliar airports, long flights and the fear that something may go wrong away from...[Read More]
Tax planning for business owners: Five questions to ask your accountant
6 August
Tax planning is not simply about finding deductions at the end of the financial year. Effective planning helps business owners understand their position, prepare for upcoming obligations and make informed decisions about cash flow, investment and...[Read More]
Workplace reconciliation: How to avoid and resolve workplace conflict
6 August
Workplace conflict is an uncomfortable but often unavoidable part of working with other people. Different personalities, communication styles, pressures, expectations and responsibilities can all contribute to misunderstandings.
While some...[Read More]
What is your finish line?
6 August
The idea of a finish line is often associated with sport. It might be the white line at the end of a running track, the final kilometre of a marathon or the moment a competitor stands on the podium after years of training.
But finish lines exist...[Read More]
3 tips to secure your family finances
6 August
If there’s anything people learned from the recessions and global crises of recent past, it’s that no one is immune to economic upheavals.
Even middle to upper-class families are at the mercy of their finances when misfortune strikes. This...[Read More]
Share markets were mixed over the last week helped by some pull back in oil prices as the US held back from escalting further with Iran, a rebound in tech stocks and specifically chipmakers from oversold levels and the US Fed leaving rates on...[Read More]
Renovated your Home? It may be time to review your sum insured
6 August
A new kitchen, an additional bedroom or a major home upgrade can transform the way you live. Renovations can create more space, improve comfort and add considerable value to your property.
However, once the builders have packed up and you are...[Read More]
‘Softer than we thought’: RBA’s admission on inflation
6 August
Surprise inflation data, which came in lower than expected and below the central bank’s own forecasts, was due to softer fuel prices, according to the RBA’s chief economist.
Figures released on Wednesday revealed headline inflation for June fell...[Read More]
Treasurer moves to fix ‘widow’s tax’ after backlash
6 August
The government is moving to fix its so-called “widow’s tax” following criticism its tax reforms denied Australians who inherited an investment property from their partner access to negative gearing concessions.
The fix is part of a raft of the...[Read More]
EV sales, air travel drive rebound in consumer spending
6 August
Australian households show no sign of pulling back on spending despite the Middle East conflict exacerbating cost-of-living concerns.
Strong growth in electric vehicle purchases and a bounce back in air travel drove a surprisingly strong 0.8 per...[Read More]
Push for nationwide ban on dumping old solar panels
5 August
Used solar panels should be banned from all Australian landfill sites while the government develops a scheme to reuse and recycle the technology, an inquiry has been told.
With the right scheme in place, Australia could recover billions of dollars...[Read More]
Small businesses under pressure from soaring costs
5 August
Australia’s 2.7 million small businesses are being squeezed, with their costs up by almost a quarter since the start of the COVID-19 pandemic, according to a new report by a business-focused bank.
AMP Bank Go on Tuesday released its inaugural...[Read More]
Understanding the taxation of shares: Why your accountant matters
30 July
Investing in shares can be an effective way to build long-term wealth, but it also brings tax obligations that every investor should understand.
Whether you own a handful of shares or a diversified investment portfolio, keeping accurate records...[Read More]
