Living your best life in retirement: why professional advice matters

17 April

Retirement is an exciting new chapter—a time to prioritise health, passion, relationships, and personal growth.  Whether you’re planning adventurous travels, exploring hobbies, or giving back through volunteering, the key to enjoying a...[Read More]

Avoiding temptation to access your super early

17 April

Superannuation, often referred to as “super,” is a crucial part of Australia’s retirement savings system. It is designed to provide financial security for individuals during their retirement years. However, accessing your super prematurely,...[Read More]

Oliver’s insights – Seven reasons Australia is likely to avoid recession from Trump’s shock

17 April

Key points President Trump’s trade war poses a threat to Australian economic growth particularly via the indirect impact of weaker global activity driving less demand for our exports and lower commodity prices. Australia is likely to avoid a...[Read More]

Investment markets and key developments – Weekly market update 14/4/25

17 April

Share markets had a roller coaster ride over the last week – first plunging on the back of ongoing worries about Trump’s tariffs before rebounding mid-week after Trump delayed some of the tariffs for 90 days before falling again as investors...[Read More]

Coalition charts own course on one-hit tax relief

17 April

ONE-OFF HANDOUTS, BUT AT WHAT COST? * The federal coalition, led by Peter Dutton, announced tax rebates for more than 10 million tax payers earning up to $144,000 ahead of the official campaign launch in Western Sydney on Sunday * When taxpayers go...[Read More]

Eat the rich: Greens to tax billionaires to feed kids

17 April

Flipping toasties with kids at a Brisbane park, the Greens have turned up the heat on their plan to provide free school meals. Party leader Adam Bandt, Senator Penny Allman-Payne and prominent MP Max Chandler-Mather were out on a warm but wet...[Read More]

Working women key to future economic growth: bank boss

16 April

Women’s participation in the Australian economy has been remarkably transformed in the past 40 years but more progress is needed, the head of the central bank says. Michele Bullock made history in 2023 when she became the first woman appointed...[Read More]

What does ethical investing mean and how does it relate to ESG investing?

10 April

Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay.   People have become...[Read More]

The difference between bananas, stocks and bonds

10 April

In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]

Investment markets and key developments – Weekly market update 8/04/2025

10 April

Global share markets plunged over the last week taking them well below their mid-March lows in response to Trump’s higher than expected tariffs, with China’s retaliation on Friday adding to worries about a full-blown trade war, all of which...[Read More]

Don’t be spooked by sliding super, funds warn members

10 April

Donald Trump is “burning down a house to cook a steak” as local and international equity markets go into freefall in response to the US president’s trade tariffs. But superannuation funds are urging people to not panic if their balances...[Read More]

Greens pushing Labor to scrap property tax breaks

10 April

The federal government has again rejected a Greens push to put property tax break reforms back on the agenda, if Labor ends up in minority government after the election. In an address to the National Press Club on Wednesday, Greens leader Adam Bandt...[Read More]

Business hungry for more despite Labor tax sweetener

10 April

Small businesses are being tempted with a $20,000 sweetener to re-elect Labor, but the offering still falls short of the coalition pitch to traders. Labor has vowed to extend the instant asset write-off – which allows businesses and tradies with a...[Read More]

Oliver’s Insights – The Trump Dump in shares – what does it mean for Australia & investors?

8 April

Key points Share markets have fallen further on US President Trump’s worse than expected tariff policies. Further weakness is likely but at some point Trump is likely to pivot towards focussing more on his market friendly policies and the Fed...[Read More]

Managing finances and lifestyle activities during retirement

3 April

Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]