Our latest thinking on the issues that matter most in the private wealth industry including market updates, investment insights and news from our CEO.
A recent survey of Australians explored their financial aspirations. Central to many of these aspirations and dreams was how Australians perceive their current state of financial wellbeing.
The Research Team provides a performance summary and commentary on each of the five main asset classes.
With recent interest rate rises should you pay off your mortgage faster or save more in super? We cover key considerations in this article.
Investing your money may be an effective way to help you build long-term wealth. Here are some things to consider before you do.
The Research Team provides a performance summary and commentary on each of the five main asset classes.
More parents are helping their children financially to get ahead. In this article we discuss some of the considerations when gifting or lending money to ensure everyone’s interests are protected.
The board game market is growing and growing, and there are some compelling reasons to play that go way beyond nostalgia.
When selling an eligible property you may be able to contribute to super, even when it ordinarily wouldn’t be possible due to other super contributions restrictions.
Recent legislative changes have provided greater opportunities for additional non-concessional super contributions.
Taking part in regular sports or physical activity has incredible health and wellbeing benefits – including extending your life.
The Research Team provides a performance summary and commentary on each of the five main asset classes.
From 1 July 2023 there will be significant changes to the thresholds that govern eligibility for the Age Pension. Here's what you need to know.
The 2023 Federal Budget focuses on providing cost of living relief through lower power bills, higher welfare payments and more support for small business and housing.
Family-owned business play a significant part in the Australian economy. Unfortunately, many business owners are ill prepared for exiting their business.
The Government has announced its intention to change tax concessions on superannuation if you have a total super balance of more than $3 million.
The end of the financial year is fast approaching and there’s a great way to help you save on tax while boosting your super.
Life insurance provides protection during your working life, so is it still needed in retirement.
The Research Team provides a performance summary and commentary on each of the five main asset classes.
If you’re dusting down your passport in 2023 and thinking about heading overseas, we’ve got a few unique travel ideas and tips for you.
The decision to either utilise annual leave or cash it in on retirement can have implications for your super, tax and social security.
Putting plans in place for the transfer of ownership or control of assets in the event of death is not a task many of us willingly or enthusiastically engage in.
With cybercrime on the increase we outline a few simple ways to keep your personal information and data secure.
The Research Team provides a performance summary and commentary on each of the five main asset classes.
It’s impossible to ignore the issue of climate change in 2022. And certainly, if you’re invested in the markets, you wouldn’t want to.
More self-funded retirees will be helped to ease their cost of living pressures with changes to the Commonwealth Seniors Health Card now legislated.
With forward planning, clients can better manage their total super balance, which can help them to contribute more to their super and take advantage of a range of wealth-building strategies.
With inflation rising and the cost-of-living soaring, many of us are looking at ways we can reduce our outgoings and live a little more prudently.
The Research Team provides a performance summary and commentary on each of the five main asset classes.
How much do you need to retire? One million in super? Two debt free investment properties? The answer is far more personal than that, and a rule of thumb solution is an oversimplified answer to a difficult question, Shadforth adviser Ed Eyles explains.
A comprehensive financial plan focuses not only on the generation, but the preservation of wealth and income. Edward Eyles explains.
Why are interest rates rising? And what does that mean for mortgage holders? Claire Charlton from Finance Choice, explains what another rate hike means for borrowers and the economy.
Did you know you may be able to reduce your tax liability by making a personal deductible super contribution? With EOFY fast approaching, now may be the time to act.
From spending time in virtual reality worlds to sitting down for a meal made of bugs, our day-to-day life tomorrow could be very different to the one we know today.
With the recent announcement that the minimum pension drawdown amount will be extended another year, in this article we look at the merits of account-based pensions.
The Research Team provides a performance summary and commentary on each of the five main asset classes.
In this article Jim Parker, Vice President at Dimensional Fund Advisors, explores the hindsight effect, a behavioural phenomenon that is particularly relevant to investing.
With tax time fast approaching it’s prudent to consider some of EOFY strategies that may save you money on your tax bill and contribute to your overall wealth accumulation strategy. Shayne Sommer explains.
Why is it that everyone is talking about bonds? Often referred to as the ballast in an investment portfolio, they definitely serve a purpose but as Jeremy Taylor explains, they're bonds just bonds.
The recent devastating bushfires in Australia have driven the climate change conversation further up the political and public agenda.
