Thought Leadership

Discover how superannuation offers powerful tax strategies at every stage, from contributions to investment earnings and retirement income. Learn how to optimise your strategy.

Review key stock picks and developments in the oil and gas sector to guide your energy investments.

Most results were thereabouts against expectations which saw the sector perform broadly in line with the index. Top picks are ALQ and CVL.

Within the context of recent trading performance, implied multiples, and estimated TSR, we call out RPL, QAL and MGH our key picks post results.

Overall, it proved to be a strong reporting season across the board, with most company results meeting or beating expectations. Our focus remains on several standout picks: QBE, SUN, and CGF.

Uncover the best consumer discretionary stocks from the reporting season, focusing on growth and value opportunities.

This rate applies to people who move into residential care (or move to a new provider) from 1 October 2024 to 31 December 2024 or clients NOT assessed as low-means, who voluntarily move rooms during this period.

Align your portfolio with sustainable investments that reflect your values and create a better future.

As you approach retirement, it's crucial to address several key questions to ensure your savings and investments are aligned with your long-term goals.

Navigating the transition into residential aged care can be a daunting process, often fraught with complicated rules, family conflicts and tight timeframes.

Explore how financial advisors guide you through separation with tailored strategies for stability.

Examine the benefits and challenges of an SMSF to determine if it's the best option for your retirement.

Protect your portfolio with practical tips to recognise and avoid common investment scams.

Learn five essential investment strategies to grow your wealth and achieve financial independence.

In a world where financial decisions can have long-lasting impacts on our lives, having the right financial adviser by your side can be invaluable. Whether you're planning for retirement, saving for a big purchase, or navigating the complexities of investments, a financial adviser can offer tailored advice to help you meet your goals.

Understand how inflation affects investment strategies and learn ways to navigate rising economic pressures.

Learn why financial education is vital for women to invest confidently and build long-term wealth.

Whether you're a seasoned investor or just starting out, being aware of common investment mistakes can help you make smarter decisions and protect your portfolio.

Amidst the frenetic pace of today’s financial markets, the clamour for quick gains often drowns out the wisdom of long-term investing.

Discover why diversification is key to reducing risk and maximizing returns in your investment portfolio.

Discover strategies for women investors to grow wealth, achieve financial independence, and bridge the gender investment gap.

Despite our best intentions, it’s all too easy to fall prey to financial missteps throughout our lives. Among the most common money mistakes people make, six stand out for their potential to significantly derail financial well-being.

Financial Advisers play a crucial role in guiding individuals and businesses toward sound financial decisions, helping them achieve their goals and secure their future.

It's no secret that finances can be a sensitive topic, especially when it comes to discussing them with your significant other. However, avoiding these conversations can lead to issues and conflicts down the line. So how can you have productive discussions about money as a couple? Here are some tips.

Explore key stock market trends and opportunities for 2024 to stay ahead in an evolving investment landscape.

Learn how the bucketing strategy can help you prepare for retirement and achieve financial security.

As AI continues to advance and reshape our world, it presents an exciting opportunity for business and early adopting investors.

Social media has democratised access to financial information, leading to a significant shift in investing strategies and methods.

Discover how diversification strengthens your portfolio, reduces risks, and positions you for steady financial growth over the long term.

Investing in sustainable and socially responsible companies has gained significant popularity in recent years. This approach to investing not only aims to generate financial returns but also seeks to have a positive impact on society and the environment.

Discover fresh approaches to empowering the next generation's financial journey with practical tips and guidance.

Explore strategies to overcome financial challenges faced by women following separation and divorce.

Navigate the complexities of estate planning and inheritance to ensure fairness and financial security.

Learn about the hidden issue of economic abuse in relationships. Empower yourself with knowledge and steps toward financial safety.

Discover why Millennials should consider Self-Managed Superannuation Funds (SMSFs) for greater control and a wealthier retirement future.

Learn how women can achieve financial freedom through strategies that break dependence and build security.

Uncover the growing issue of financial elder abuse and ways to protect vulnerable individuals from exploitation.

Confused about aged care fees and what it all means? You are not alone. In this article we simplify the basics of aged care fees for you.

The MPIR is expected to take a slight decrease next quarter, with the rate expected to be set at 8.34% per annum from 1 April 2024.

This piece discusses the concept of ESG negative screening and how to utilise it effectively within a Not-For-Profit or ESG focused investment portfolio.

Understanding the implications of the Maximum Permissible Interest Rate (MPIR) rise to 8.38% for aged care residents.

Recognise the signs of aging parents in need of support and take steps to ensure their wellbeing.

The statistics on elder abuse are alarming, with up to 16%* of older Australians estimated to be suffering elder abuse each year.

Understanding how aged care accommodation payments work and getting advice on your options can help to avoid the panic of trying to find a large lump sum.

Busy lives and distant homes can make it easy to feel out of touch. But this may be a time when adult children notice changes in their ageing parents and can also be a time for parents to take control over their future with advice and family discussions.

Families are faced with many so many decisions when a loved one can no longer lived independently to move into permanent care.