Caring for older Australians
Information and resources to help you care for an older Australian. Caring for the elderly or aged means caring for someone who is either: older than 65 older than 50 for Aboriginal or Torres Strait Islander people. It may be your parent, grandparent, extended family member or loved one. You have access to the same […]
As Trump abandons the rulebook on trade, does free trade have a future elsewhere?
The global trading system that promoted free trade and underpinned global prosperity for 80 years now stands at a crossroads. Recent trade policy developments have introduced unprecedented levels of uncertainty – not least, the upheaval caused by United States President Donald Trump’s sweeping tariff regime. This is presenting some fundamental changes to the way nations […]
Find lost super
If you’ve ever had a job in Australia, even short-term, your employer probably paid money into a super fund for you. This money is yours – even if you’ve moved, changed names, stopped using your old phone or email, or never signed up for an account. To find out how much you have you can: […]
Keeping your cool when the markets heat up
Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and anxiety. Whether the ASX is surging or stumbling, emotional responses to market movements can shape outcomes just as much as economic fundamentals. Understanding those responses is crucial to building resilience, especially in unpredictable times. These […]
New SMSF? Here’s what you need to do by 31 October
If you’re lodging your self-managed super fund annual return for the first time learn about your lodgment obligations. If you have a new self-managed super fund (SMSF) you must lodge your SMSF annual return (SAR) by 31 October 2025. Contact us as soon as possible if you need help preparing your SMSF annual return. This allows time […]
Private vs government-funded elderly care: what’s best for your loved one?
Older Australians can access both government-funded and private aged care services, each with different costs, eligibility rules and flexibility. Understanding the differences between these options can help you or your loved ones make informed choices about the right support at home or in care. Elderly care is currently one of the most invested programmes by […]
How ‘investment procrastination’ could be hurting your wealth
Putting off investing could cost you more than you think Many people delay investing because they feel they don’t know enough, are afraid of making mistakes or believe they need a large sum to begin. This ‘investment procrastination’ — which can be a result of uncertainty, fear or hesitation — can limit their ability to […]
Thinking about retirement
We can help you plan for retirement and meet financial challenges when you’re retired. You may be at a point in your life where you’re thinking about retiring. This could mean you’re reducing your work hours or stopping work completely. There are many things to consider about life in retirement. Some of these things could […]
Estate planning
How to develop an estate planning strategy to deal with your assets in the event of your death. Estate planning involves developing a strategy to deal with your assets after you die – the legal instruments and structures, such as a will, you put in place to transfer your assets in the event of death. […]
Is big tech about to stumble?
It’s easy to get sucked into the lure of the biggest companies – they’re the most powerful; they’re unstoppable. But history suggests that’s not how these things work. The companies many investors have relied on for their returns in the last few years are the Magnificent 7 (Mag 7). Today, what kind of shape are […]
