What to do when your fixed rate home loan term is ending

Many Australians were fortunate to lock in record low interest rates but this may be drawing to an end. A large portion of mortgages will be approa…
Credit risk in focus amid bank tumult

Key views Tightening financial conditions and a return of credit risk have reinforced our risk-off stance. The Credit Suisse deal highlights policy…
The opportunities in energy transition

After the wild ride experienced by investors in 2022, Perpetual’s Deputy Head of Equities, Anthony Aboud is seeing opportunities in high qual…
Five charts on investing to keep in mind in rough times

Key points Successful investing can be really difficult in times like now with immense uncertainty around inflation, interest rates, issues in glob…
Expanding SMSFs for the expanding family?

It has finally happened. Recommended by the Cooper Super System review in 2010, put forward in the Federal Budget four years ago by then Treasurer …
What causes market movements?

When the news is filled with headlines about market movements, it’s normal to feel a bit anxious. Here are three things to keep in mind the next ti…
The 2023-24 Budget

Return to surplus with fastest improvement since end of WW2, cost of living help but structural deficits remain (albeit smaller). Key points The bu…
How to spend without getting into debt

Is it really possible to live within your means and still enjoy life? The answer is yes and with just a few important changes you can start spendin…
What’s the best way to get insurance organised?

Making sure you’re getting the best deal on insurance without missing out on the cover you need can feel like a minefield. Get to know where and ho…
Understanding different investment styles

When it comes to investing, there’s no one size fits all strategy that can assure success but there are some different investment styles that could…