Investing
Commercial property investing: 5 pros, 5 cons and what you need to know
10 September
Commercial property can be an attractive investment option for people looking to diversify their portfolio, generate income and build long-term wealth. From offices and warehouses to retail premises, medical suites and industrial properties, the...[Read More]
Foreign property purchases fall as home buyer ban bites
26 August
Purchases of Australian property by overseas investors have plunged after the government announced a ban on foreigners buying Australian homes.The number of investment approvals fell by more than 22 per cent to 5284 in 2024/25, the Productivity...[Read More]
Investing through a Self-Managed Super Fund (SMSF)
20 August
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Direct shares or managed funds: What is the difference?
6 August
Investing can take many forms, but two of the most common approaches are buying shares directly or investing through a managed fund. Both can provide exposure to investment markets, yet they differ in how they are owned, selected and...[Read More]
Seven things I would tell my younger self about superannuation and investing
6 August
At 60, retirement no longer feels like a distant event. It is close enough to imagine the lifestyle I want, the experiences I hope to enjoy and the financial decisions that will shape the years ahead. Looking back to when I first started work,...[Read More]
Understanding the taxation of shares: Why your accountant matters
30 July
Investing in shares can be an effective way to build long-term wealth, but it also brings tax obligations that every investor should understand. Whether you own a handful of shares or a diversified investment portfolio, keeping accurate records...[Read More]
Top 5 tips to help you take control of your finances
23 July
Saving money isn’t just about cutting out coffee or chasing every bargain. It’s about creating a plan that works for your lifestyle and future goals. Whether you’re starting from scratch or building a nest egg for something big — a...[Read More]
Hot topics in commercial property and why advice is important
23 July
The commercial property sector continues to be one of the most dynamic and closely watched areas of investment. With shifting economic conditions, evolving workplace trends, and increased regulatory scrutiny, staying informed has never been more...[Read More]
Perception of wealth: The importance of holistic well-being in defining prosperity
16 July
In today’s society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction,...[Read More]
How to teach your kids about investment
9 July
As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the time to teach their kids about...[Read More]
Why people avoid financial advice—and three reasons they shouldn’t
2 July
Most people want to feel financially secure. They want to manage their household expenses, build savings, make the most of their superannuation and eventually enjoy a lifestyle of choice. Yet many Australians delay speaking with a Financial Adviser,...[Read More]
Nation-first stamp duty cut gains federal endorsement
17 June
State governments have been encouraged to follow the lead of the ACT and abolish stamp duty, but it’s unlikely to happen without Commonwealth support. ACT Treasurer Chris Steel announced all first home buyers would be exempt from paying stamp duty...[Read More]
Rule of seven: An investor’s compass
11 June
James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats...[Read More]
AI risks deepening divide between investors and workers
3 June
The divide between people who earn income from investments and those who work for a living could be exacerbated by the artificial intelligence revolution, economists at Australia’s largest business lender warn. While the adoption of AI is expected...[Read More]
Understanding risk tolerance: Passing the investment sleep test
28 May
Investing is never just about chasing returns. It is also about understanding yourself. Before choosing where to invest, one of the most important questions to ask is not simply, “How much can I make?” It is, “How much uncertainty can I...[Read More]