July 2024

Why the decision to keep deeming rates on hold may be a window for interest rates. In delivering the second reading of the Appropriation Bill

What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars,

Average household wealth, and what it takes to rank among Australia’s wealthiest 1%. Being a billionaire isn’t what it used to be. Back in 1990,

Discover why having a core-satellite approach to your portfolio is a powerful investment tool.  What is a core-satellite strategy and why is it so powerful?

If you have more than one loan, it may sound like a good idea to roll them into one consolidated loan. Debt consolidation (or refinancing)

Key takeaways Insight into the various pros and cons of each of the three main options for your retirement savings – account-based pension, lump sum,

As our family members or friends get older, it’s normal to worry about them and want to help. But it’s not that easy to know

Key takeaways How Artificial Intelligence (AI) is currently being used to shape investment decisions, with applications such as sentiment analysis and algorithmic trading. The AI

Tax breaks are always good news, but for house hunters they can have an added bonus. Not only do tax cuts mean potential buyers have

Teaching kids about money The truth is, adulthood is rife with financial challenges. The more prepared your children are, the better. From budgeting and saving,

The super changes from the start of the 2024-25 financial year. A number of superannuation changes came into effect on 1 July 2024 and are