The Psychology of Investing: Overcoming Evolutionary Biases
As an Australian financial adviser, I've observed that many investors struggle with decision-making that often contradicts their best interests. The root cause of this phenomenon
How to Choose the Best Savings Plan for Your Child in Australia
Saving for your child's future can be a daunting task with so many options available. As a financial adviser, I often get asked about the
Extra Tax
The Australian federal government has recently announced a plan to increase the tax rate for superannuation balances over $3,000,000 from the current rate of
October 2022 Federal Budget – What does it mean for you?
On 25 October 2022, the new Labor Government handed down its October 2022/23 Federal Budget. It would be fair to say that this was not
Ethical and Social Investing
Each of us has a different view of what is right for the world. Is global warming caused by humans? Is it occurring at all?
Changes to Superannuation – Do you need advice?
Changes to superannuation - do you need advice?You may have already started to see a number of articles about BIG CHANGES TO SUPERANNUATION being published in
House prices in Brisbane increase 408% – Good financial advice or not?
House prices in Brisbane increase 408% This is what an article in the Courier Mail (paywall) announced today... Over the last 30 years, since late 1990
Coronavirus, savings and advice on how to make it work for you!!
A bazillion articles have been written on the coronavirus, and almost as many have been written about the economic impact it is having on our
Your pension payment could halve in July because of COVID-19 changes to superannuation – ABC News
When a letter arrived in her mailbox recently from her superannuation fund, retiree Sandra Luntz was at a loss as to what it all meant.Key
Testamentary trusts: the benefits and considerations
Benefits of using a testamentary trust Testamentary trusts are established under a valid will to provide a greater level of control over the distribution of