Why asset allocation is key to investment success
Asset allocation is the biggest determinant of investment returns. Here’s why taking the time to get it right matters.
Read MorePutting recent returns into perspective
While 2021-2022 may not have been a stellar year for the majority of investors, it’s worth remembering that the worst performing asset class one year can be the best the next, and vice versa. That’s why successful investing benefits from having a good balance.
Read MoreInvestment market update
Investment markets have been volatile. in this article we provide some context on whats happening and what you should be doing with your investment strategy.
Read MoreSmart strategies for 30 June 2022
In this article, we outline a range of strategies available that may help you boost your super, reduce tax and secure your retirement savings. We also explore key superannuation changes taking effect on 1 July.
Read MoreAdd to Super, save tax.
We’ve put together a short list of our top tax saving tips (using your superannuation) so you can keep more income in your back pocket and less in the ATO’s coffers this financial year.
Read MoreInflation, a challenge for bonds and shares
It’s hard to escape commentary on the eruption of inflation. Persistently high inflation is challenging for bonds and shares. In this article we look at the implications for investment decision making.
Read MoreInvestment market update
Investment markets have been volatile. in this article we provide some context on whats happening and what you should be doing with your investment strategy.
Read MoreRising interest rates, what does it mean for investors?
For the first time in over a decade, the RBA has raised its official cash rate. What does it mean for investors in shares and property?
Read MoreRetirement income flexibility – Budget update 2022/23
To assist retirees in preserving wealth within the tax-effective super system the Government has extended the reductions to the minimum required payment rate from Account-based Pension accounts.
Read MoreDownsize your home and boost your super
From 1 July 2022, the eligibility age for downsizer contributions is reducing from 65 to 60.
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