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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.

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..

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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..

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COVID-19 measures for Self-Managed Super Funds (SMSF)

The federal government’s COVID-19 support measures contain a range of specific requirements for self-managed super funds (SMSF). This article outlines the relevant measures and how to manage them.

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Goals Based Investing protects your capital during downturns

"Only when the tide goes out, do you discover who’s swimming naked”.Warren Buffett

If you were investing during the GFC (2008-2009), you would remember your superannuation balance significantly decreasing and taking many years to get back to its..

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What you need to know about paying for financial advice

If you’re thinking about using a financial adviser, you will want to know how the process works, the costs involved and if you’re getting value for money. In Australia, financial advisers typically use one of two fee structures to charge for..

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How business owners unlock potential with one team of financial experts

The Rugby World Cup is in full swing, and as we watch nations compete for victory on the field we are sure to witness all the highs and lows that come with team sport. To be competitive having a strategy is a must, as too is commitment,..

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