Decision making your way to the best outcome!
October 1, 2021
Throughout our lives, making a decision is something we do thousands of times a day. Our first thought occurs as soon as we wake, and our final thought when we drift off to sleep. Researchers have found on average, that most people will have approximately 6,200 thoughts per day.i Having so many thoughts requires us…
Your SMSF – wind it up or pass it on?
October 1, 2021
Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation. The simple answer is yes, but before you start adding your children and their spouses to your fund, it’s…
Spotlight on super performance
October 1, 2021
Superannuation has provided most fund members with stellar returns since last year’s COVID lows. As always though, some funds performed better than others and recent government reforms make it easier to find out how your fund compares. Indeed, you may have noticed recent media reports naming 13 super funds that failed a performance test conducted by the…
Responsible Investing on the rise
October 1, 2021
For many people, there’s much more to choosing investments than focusing exclusively on financial returns. Returns are important, but a growing number of people also want to be assured that their investments align with their values. Everyone’s values are different but given the choice most people would wish to make a positive difference to their…
Market movements & review video – September 2021
September 3, 2021
Stay up to date with what's happened in Australian markets over the past month. Our September…
Not feeling yourself? You could be languishing
September 3, 2021
Feeling a bit lacklustre as the days roll by? Hitting the snooze button more than usual? It’s a feeling that can be difficult to put your finger on, but it has a name, languishing. Whether it’s feeling exhausted and unmotivated, or restless and eager to do more, we can be off kilter from time to…
Don’t take super cover for granted
September 3, 2021
Buying insurance through super has many advantages, but you need to make sure you are getting the right cover for your individual needs. In some cases, you may be paying for nothing. Most super funds offer life and total and permanent disability (TPD) insurance to fund members and, in some cases, income protection cover. But…
Aged care payment options
September 2, 2021
When it comes time to investigate residential aged care for yourself, your partner, parent or…
New COVID-19 relief schemes explained
August 4, 2021
As we navigate ongoing lockdowns due to COVID-19 across Australia, here is a guide to the latest…
Market movements & review video – August 2021
August 3, 2021
Stay up to date with what's happened in Australian markets over the past month. Our August update…
Investing lessons from the pandemic
August 3, 2021
When the coronavirus pandemic hit financial markets in March 2020, almost 40 per cent was wiped…
A trusted investment vehicle
August 3, 2021
Family trusts are a popular and effective investment structure to manage and protect your family’s fortune, but you don’t have to be worth a fortune to benefit from having one. Despite their appeal, they are not for everyone. Indeed, it is suggested that if your assets are less than $300,000, and that is not counting…
How to manage difficult conversations
August 3, 2021
Saying or hearing the words, “We need to talk,” whether it’s in the workplace or in your personal life, can be a source of tension and conflict but there are ways to manage conversations that have the potential to be difficult. Difficult conversations can range from speaking to a family member about concerning behaviour, to…
Alyssa Stewart – Finalist for the Australian Services Excellence Awards
July 8, 2021
We are so proud to announce that our very own Alyssa Stewart, has been chosen as a finalist for the Australian Services Excellence Awards (ASEAs) for the category – Customer Service Professional of the Year. The ASEAs are Australia’s premier customer service awards program, attracting hundreds of nominations each year and culminating with attendees coming…
What’s up with inflation?
July 1, 2021
Fears of a resurgence in inflation has been the big topic of conversation among bond and sharemarket commentators lately, which may come as a surprise to many given that our rate of inflation is just 1.1 per cent. Yet despite market rumblings, the Reserve Bank of Australia (RBA) appears quite comfortable about the outlook. Inflation…
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