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How Australia's new negative gearing rules might accidentally favour some property investors
For the best part of a century, Australian property investors have enjoyed a generous tax arrangement found in few other countries: the infamous “negative gearing”. Now, sweeping reforms to limit negative gearing to new builds and also change the way capital gains are taxed have become law. The federal government hopes to give first-home buyers a better shot at buying existing homes and at the same time redirect investor cash towards increasing housing supply. However, some o
Sep 154 min read


Life moves fast. Is your insurance up to speed.
Life moves fast. Is your insurance up to speed?
Sep 153 min read


Ensure your estate planning reflects your wishes
Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting testamentary trusts and ongoing complexity around superannuation death benefits, now is a good time to review your arrangements.
Sep 153 min read


Why Transition to Retirement deserves a second look
For many people approaching retirement, the transition from full-time work to retirement is no longer a sudden stop. Instead, it’s often a gradual process that involves reducing work hours, maintaining cash flow and continuing to build retirement savings.
Sep 153 min read


Investment markets and key developments
For the week US shares rose 0.4% and Eurozone shares rose 0.3% with both making new record highs, and Japanese shares rose 4.7%. The Korean share market has broken its downtrend after long positions were washed out into a 39% fall, with a similar story in semi conductor stocks.
Aug 1812 min read


Why have Australian living standards "fallen" and how do we fix it?
For the last few years there has been much talk of a “cost-of-living” crisis in Australia and of “falling living standards”. This has flared up again lately with the pickup in inflation resulting in a renewed fall in real wages.
Jul 1510 min read


Superannuation: more relevant than ever
A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available.
Jul 93 min read


The RBA undertakes a hawkish pause - we continue to expect a further rise in rates
The RBA's decision to leave rates on hold at 4.35% was no surprise with the money market pricing in no change ahead of the meeting and all 26 economists surveyed by Bloomberg expecting the same.
Jun 186 min read


Retirement income options when markets are volatile
The income assumptions many have carried into retirement are being tested in the current economic climate.
Jun 23 min read


Investing for the next generation
For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children and grandchildren for decades to come.
Jun 23 min read


Your 30 June superannuation checklist
Five easy ways to get more into your super fund before the end of financial year.
Jun 27 min read


AI and money decisions
Using publicly available, general-purpose artificial intelligence (AI) for money questions? Learn when it can help, and when you should get more information. If you’ve ever asked AI a money question, you’re not the only one. More Gen Z Australians (those born between around 1996 and 2010) are using AI tools alongside social media and online content to understand money. These tools can make financial information feel quicker and easier – but that doesn’t always mean it’s accur
May 264 min read


Federal Budget 2026 - How could the proposals impact you and your finances?
How could the proposals impact you and your finances
May 1310 min read




I'm close to retirement age. What are my options for drawing on my super savings?
Retiring well means making a series of decisions to ensure a financially secure post-work life. One practical step is to work out the income you need each week to survive and thrive when you stop working. If you are one of the many Australians still working and growing your super, knowing more about tailored retirement income products might help to plan. There are two main ways to use super savings in retirement: through products that provide an income stream, and/or through
May 54 min read


Nine key longer term consequences of the US/Israeli war with Iran
A stagflationary hit of higher inflation and weaker growth is now baked in with the uncertainty being how long it’s sustained. The flow of ships through the Strait of Hormuz remains the key - as it has been since day one of the War.
Apr 148 min read


Age Pension increase offers relief as deeming rates rise gradually
The Federal Government increased the Age Pension from 20 March 2026, alongside a gradual rise in deeming rates. Advocacy group COTA Australia says the pension boost will offer relief, but warns updated deeming assumptions may not reflect the realities facing all older Australians.
Apr 93 min read


Market Update - The RBA hikes again on the back of the boost to inflation from the Iran War
The RBA’s decision to hike rates to 4.1% means that it has now reversed all but one of the three rate cuts we saw last year, which of course followed 13 rate hikes seen in 2022 and 2023.
Mar 187 min read


10 ways to boost your super savings
Learn more about what you could do while you’re still earning an income and have time on your side to help grow your retirement savings.
Mar 176 min read
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