Stay up to date with what’s happened in the Australian economy and markets over the past month. The escalating war in the Middle East has seen extreme volatility in global markets, particularly in the US. Brent crude recorded a monthly surge of nearly 70%. It was trading above $115 per barrel by month’s end, its … Read more
When you think about building wealth, you may picture investments, property and superannuation. But there’s another critical element: insurance. It’s the silent partner in your financial strategy, quietly working behind the scenes to protect everything you’ve built. Strategic asset allocation is the hallmark of a robust wealth plan, using diverse holdings to build long-term financial … Read more
If you run a small business, it is easy to assume cyberattacks are mainly a problem for large organisations. In reality, small businesses are increasingly targeted because attackers know security is often lighter, while business and customer data, may still be valuable. Data security is no longer optional. It is part of running a professional, … Read more
Most families don’t expect disputes to arise within their trust, especially when its purpose is to protect wealth and support loved ones. But misunderstandings about control, rights or responsibilities can quickly create friction. A little upfront planning can help preserve relationships as well as assets. When roles, expectations and powers are unclear, disputes can arise … Read more
As the end of the financial year (EOFY) approaches, investors often focus on topping up super, maximising deductions, prepaying interest or reviewing portfolios. While these are all valuable activities, there are some less obvious tasks that can have a big impact on your tax position, wealth preservation and long-term planning outcomes. Here are five areas … Read more
A volatile geopolitical landscape, rapid technological shifts and evolving energy systems are helping to reshape investment returns. As we settle into 2026, the challenge for investors is in understanding and taking advantage of (or avoiding, if necessary) these global trends. The artificial intelligence boom has taken much of the oxygen in the market. The tech … Read more
Stay up to date with what’s happened in the Australian economy and markets over the past month. 2026 kicked off with some encouraging signs but comes with a sting in the tail as global uncertainty continues to shake things up. There was a surprise drop in unemployment to 4.1%, the number of jobs available increased, … Read more
Many investors breathed a sigh of relief at having survived (and even thrived) the turbulent economic and political events of 2025. Super funds posted strong double-digit returns for the 2024-2025 financial year. Australia recorded modest economic growth, while inflation cooled a little throughout the year – albeit with a slight uptick at year’s end – … Read more
Investing may be all about the numbers – growth, returns and risk – to build a secure future but increasingly investors are interested in an even more meaningful approach. Four out of five respondents to a 2024 survey wanted their investments to have a positive impact in the world.i The survey, by the Responsible Investment … Read more
It’s the season for gifts, sharing meals and spreading cheer. But what if your festive generosity could do more? What if it could ripple through generations, perhaps shaping futures and maybe reduce your tax bill? Giving isn’t just an act of kindness; it can also be a smart financial move. From helping loved ones today … Read more
