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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.

Active Portfolio Management is Transforming Risk Management

Today's unprecedented market conditions have heightened investor uncertainty. Newspapers are reporting on fears of rising inflation, following a downward trend over the last three decades. Furthermore, central banks suggest that record-low interest..

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Plan your super contribution strategy for the 2022 Financial Year

Generally, your super savings will build up over the course of your working life as money from your employment income is put into super by yourself, or by your employer under the super guarantee (SG), if you’re eligible.

You can make additional..

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Important Super Changes for the new Financial Year

We are fast approaching the end of Financial Year and as always, there are a number of significant changes occurring to superannuation legislation effective 1 July 2021.

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2021 Budget – what this means for your superannuation

The 2021 Federal Budget proposed some important changes to superannuation and retirement legislation. The budget has provided opportunities for older Australians to contribute more into superannuation through the removal of the work-test (up to age..

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Superannuation changes from 1 July 2021

Changes from 1 July 2021 will impact how much money you can contribute to superannuation and how much you can have in your retirement phase superannuation account.

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Beware the Share Market Hype

Share markets around the world rallied in November on the back of a Biden US election victory plus vaccine optimism. In the US alone, $90bn flowed into equity funds in just three weeks!

I am reading articles stating that 2021 will be a great year in..

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Paying extra into your mortgage vs super

Many people ask the question about paying off one’s mortgage vs making super contributions. This is an interesting question especially in such a low interest rate market. Remember, for most people, putting extra cashflow into super (as Concessional..

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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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Accounting Compliance: Tip lines, tax returns and STP

We always knew that a Government scheme swiftly distributing cash during a crisis was going to come with equally swift compliance and review measures, particularly when eligibility was self-assessed. Two major Australian Taxation Office (ATO)..

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