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More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

Why financial wellbeing is a pillar of good health

Much like exercise and eating well, your financial wellbeing is key to living a happy and healthy life. So what is financial wellbeing, and how can you improve yours?

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It’s important to get financial advice if you are dealing with redundancy

Unfortunately, the chances of being redundant will increase over the coming 12 months as Government stimulus (JobKeeper payments) start to unwind. How you spend your time and money after redundancy can make a difference to your future financial..

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Forecasting during a pandemic

Now, more than ever, business operators should have a plan in place to manage during uncertain times. Even if your business is not directly impacted, it’s likely your customers, your supply chain, and your workforce will be to some extent.

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Retirement Planning: How much do I need to retire?

How much do you need to save to make sure you have enough to last throughout retirement? It very much depends on what your living costs will be after leaving work. Find out more about how to budget for the retirement income you’ll need for the..

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Webinar: Your 2020 Super and Investments Survival Guide

2020 is proving to be the most challenging time for investment markets in a generation. The common advice from traditional financial advisers is to do nothing and ride it out. But this may not be the optimum approach for every investor, particularly..

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Lower minimum pension drawdown rates

On 22nd March 2020, the government announced a 50% reduction in the minimum income drawdown from account-based pensions and similar retirement products for the remainder of the 2019-20 and 2020-21 financial years.

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NSW small business cash grants

In these trying times, the NSW government is supporting small businesses in NSW with a couple of targeted grants, such as:

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Riding out a downturn is not always the smartest approach

During market downturns, investors are typically advised to stick with their existing asset allocation that is based on a risk profile, rather than crystalise their losses. The advice is offered in the hope that the downturn will be short lived and..

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Tax and Super: What’s changing on 1 July?

Here is a summary list of the tax and super changes that come into effect on 1 July.

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Financial security starts with the right advice

Today, approximately 500 super funds are operating in Australia, with assets approaching $3 trillion. Superannuation is either the largest single asset held by Australians or the second most valuable asset behind the family home. Making the most of..

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