Insights

Key takeaways By meeting certain conditions every month, you could have access to higher interest rates Many banks offer their best savings rates to customers

The tax cuts introduced from July 1 and other changes may mean it’s time for a review of your current tax, super and investment strategies

Gold prices have been climbing strongly in 2024 as investors, jittery about the effects of wars in the Middle East and Ukraine, buy up the

Many Australians expect an inheritance, but their parents may have a different view.  Around one in two Australians have received or expect to inherit money

How to dispose of shares You can dispose of your shares in the following ways: selling them giving them away (gifting shares) transferring them to

Key takeaways Salary sacrificing into super involves redirecting a portion of your pre-tax salary into your super fund One of the primary advantages of salary

Why the decision to keep deeming rates on hold may be a window for interest rates. In delivering the second reading of the Appropriation Bill

What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars,

Average household wealth, and what it takes to rank among Australia’s wealthiest 1%. Being a billionaire isn’t what it used to be. Back in 1990,

Discover why having a core-satellite approach to your portfolio is a powerful investment tool.  What is a core-satellite strategy and why is it so powerful?

If you have more than one loan, it may sound like a good idea to roll them into one consolidated loan. Debt consolidation (or refinancing)

Key takeaways Insight into the various pros and cons of each of the three main options for your retirement savings – account-based pension, lump sum,