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The income assumptions many have carried into retirement are being tested in the current economic climate. Markets have lurched from one direction to another; interest rates have lifted faster than expected, with the possibility of more increases in the months ahead, and there’s no end in sight to the global uncertainty. While the market shocks…
There’s a particular kind of unease that creeps in when market headlines start mixing geopolitics with talk of oil prices and recessions. That feeling has been hard to avoid, as the escalating war in the Middle East spooked global markets and brought fresh uncertainty to an already fragile economic landscape. For investors, watching so many…
As the end of the financial year approaches, it’s a busy time for preparing your taxes, reviewing super, and getting your finances in order. Unfortunately, it’s also a peak period for scammers looking to take advantage of people and businesses who are focused on deadlines and end-of-year financial tasks. EOFY creates the perfect environment for…
Deciding to downsize is a big life step. It is not just about moving to a smaller house. It can be about leaving behind a home full of memories, familiar streets, and routines you have built over many years. For many, the idea of simplifying life, reducing maintenance, and freeing up finances can be very…
When you think about building wealth, you may picture investments, property and superannuation. But there’s another critical element: insurance. It’s the silent partner in your financial strategy, quietly working behind the scenes to protect everything you’ve built. Strategic asset allocation is the hallmark of a robust wealth plan, using diverse holdings to build long-term financial…
Stay up to date with what’s happened in the Australian economy and markets over the past month. The escalating war in the Middle East has seen extreme volatility in global markets, particularly in the US. Brent crude recorded a monthly surge of nearly 70%. It was trading above $115 per barrel by month’s end, its…
If you run a small business, it is easy to assume cyberattacks are mainly a problem for large organisations. In reality, small businesses are increasingly targeted because attackers know security is often lighter, while business and customer data, may still be valuable. Data security is no longer optional. It is part of running a professional,…
Warren Buffett has never looked much like a financial celebrity. He lives in the same house he bought in Omaha in 1958, prefers simple food, and has built one of the greatest investment records in history using his long-term value investing strategy. Now stepping down at 95 years’ old from his role as CEO on…
Most families don’t expect disputes to arise within their trust, especially when its purpose is to protect wealth and support loved ones. But misunderstandings about control, rights or responsibilities can quickly create friction. A little upfront planning can help preserve relationships as well as assets. When roles, expectations and powers are unclear, disputes can arise…
As the end of the financial year (EOFY) approaches, investors often focus on topping up super, maximising deductions, prepaying interest or reviewing portfolios. While these are all valuable activities, there are some less obvious tasks that can have a big impact on your tax position, wealth preservation and long-term planning outcomes. Here are five areas…