General News
Investment Update
Investors could be forgiven for looking back on the pandemic years of 2020 and 2021 with fond memories because after the initial shock in February-March 2020 it was a period of strong returns and relatively calm in investment markets. This year has been anything but.
Read MoreAre you making the most of your concession card benefits?
After working hard and paying taxes for many years, surprise and gratification is something we commonly see when we inform clients they are eligible for a concession card issued by Services Australia (Centrelink).
Read MoreCyber Security – How to protect yourself from fraud and scams
Cybersecurity threats have always been around, though 2022 showed a rapid escalation in data breaches involving major Australian companies.
Read MoreSuperannuation rules changes present estate planning opportunity
Prior to 1 July 2022, a Superannuation member aged 67 to 74 must have satisfied a work test to make a personal contribution to Superannuation.
Read MoreWhat to do if interest rates go up
As inflation continues to challenge the economy, it’s likely we’ll see interest rates rise and economic activity slow. However, that doesn’t have to be cause for panic—higher interest rates can present unique opportunities for saving and potential portfolio rebalancing.
Read MoreCommonwealth Seniors Health Card – A card for self-funded retirees
It can seem like there isn’t much help available when it comes to your retirement living expenses if you don’t qualify for the Age Pension.
Read More5 steps to a sustainable Christmas
While the holiday season brings joy and happiness, it also brings enormous physical and financial waste. This jolly article provides six tips for a sustainable Christmas to help both the environment and your hip pocket.
Read MoreInvestors and recessions
When markets fall, it’s natural to want to take action to prevent further losses. Doing so 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.
Read MoreVolatility is here to stay
Volatility is part and parcel of investing so it’s important to put it into perspective and look at the full picture when thinking about your wealth, rather than focus on day-to-day market swings.
Read MoreThe challenges of market timing
When markets fall, it’s natural to want to take action to prevent further losses. Doing so however can do more harm than good. Here’s why timing the market to buy low and sell high is not as easy as it sounds.
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