News

With consecutive rate rises throughout 2022 and talk of more to come, many Australians have been looking at their home loans more closely. Yet one thing that may have gone unnoticed is a loyalty tax and whether you are paying one. What is a loyalty tax? A tax for...

Despite much talk of rising interest rates and possible recession, here are a few reasons to stay the course and stick to your long-term investment strategy. There has been much discussion of rising interest rates, recent inflation spikes and ongoing market volatility...

With money becoming tighter as inflation rises, many people are looking to make some extra income from a ‘side hustle’. As we move towards a cashless society and transact more online, it’s becoming easier for the ATO to follow the money trail. Whether you rent your...

Key takeaways Most of these scams start with an unexpected call claiming to be from a super or financial service organisation Scammers can disguise themselves as well-known businesses and government agencies such as myGov and the ATO to trick you into sharing your...

Working out how much you need to save for retirement is a question that keeps many pre-retirees awake at night. Recent market volatility and fluctuating superannuation balances have only added to the uncertainty. So it’s timely that new research shows you may need...

Share market investment analysts thrive on numbers. So, when you read reports about markets or specific companies being “overvalued” or “undervalued”, you can generally assume there’s been a fair bit of analytical number crunching going on behind the scenes. But how...

Key takeaways One of the main benefits of long-term investing is that it has proven to deliver returns If you hold shares for years, you’re going to incur much lower expenses than a short-term trader Another advantage of time is that if an unforeseen event does occur,...

Elder abuse was already an issue across the world, however, the pandemic has exacerbated the issue - with more and more people feeling a financial and emotional burden over the last three years. It is estimated that one in six older people have experienced some form...

While it's difficult to be the best investor in the world, we can all actively avoid being a ‘bad investor’ by learning from history and staying the course.  Extended periods of market volatility regularly spark discussions around great investors and the traits that...

Key takeaways Start the conversation early so younger generations understand what they’re likely to inherit There are strategies that can help to ensure your wealth passes in a tax-efficient manner Testamentary trusts can be beneficial if you want your wealth to...

With interest rates increasing after a lengthy period of historical lows, it’s a good time to think about how your money is working for you and whether your investing style and strategy is still in line with your goals. Higher interest rates don’t just send a ripple...

While you may be putting more focus into self-care pursuits that boost your physical and mental health, have you thought about a little self-care for your finances? Financial educator, Melissa Browne, shares her three top tips to boost your financial wellness. The...