What you should know about creating your will and estate plan
If you want to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t make your own decisions later in life …
Reducing financial stress
The Australian Institute of Health and Welfare recently released a report covering the impacts of COVID-19 on Australians during the first year of …
5 minutes for 5 days – get your finances in order
New Year’s resolutions are such a drag, right? Whether it’s fitness, family or finances, the best laid plans rarely last beyond the first week of J…
What is equity and how can I use it to invest?
Whether you’re looking to invest in property, renovate or pay off something big, borrowing against the equity in your home may be helpful, if…
Should you use property to fund your retirement?
Superannuation, shares, property, cash, other investments; a dizzying number of options are available when it comes to living comfortably through r…
How does your pension live on after you die?
Account-based pensions offer a flexible and tax-effective method of drawing a regular income stream from superannuation. They are an essential part…
Granny flat arrangements within the context of the gifting rules
Retirees wanting to downsize their home may consider the option of living in a granny flat, or an extension to / spare room of a relative or friend…
Economic Update
Introduction Investors continued to focus on rampant inflation and, in turn, potential changes in monetary policy settings. By the end of January, …
Do you value your assets more than yourself?
Value is a funny thing. One person’s trash can be another person’s treasure, as the old saying goes. The value we place on something tends to be ve…
Constructing a retirement portfolio in a low return world
Portfolio construction is a much-used term that can be misunderstood. Fundamentally, the term portfolio construction refers to the process of selec…
