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Financial Planning
Three Steps to your Kids’ Financial Success
For many of us, our first experience of banking and savings was the school Savings Account Program. Like many of you, we had CBA ‘Dollormites’ accounts set up in our early school years. But in 2019 the Australian Securities and Investments Commission (ASIC) raised concerns that these accounts had little lasting impact on children’s savings […]
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Financial Planning, Investing
Stay Invested Despite Current Market Conditions
With markets falling and inflation ramping up, investors might feel they need to ‘do something’ to avoid further losses. However, when it comes to investing, taking action in response to market turmoil may derail a sound investment strategy. To say that conditions have changed since Vanguard’s initial 2022 outlook would be an understatement. We welcomed […]
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Financial Planning, Investing
Tips to Avoid Investing Badly
While it’s difficult to be the best investor in the world, we can all actively avoid being a ‘bad investor’ by learning from history and staying the course. Extended periods of market volatility regularly spark discussions around great investors and the traits that qualify folks to be included in that category. This is probably because, […]
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Life Insurance
No Income Protection Insurance? Why Take the Risk?
On average, only 25% of debilitating injuries occur at work or are work-related. In 2018-19 there were 115,707 compensation claims made for serious work-related injuries in Australia. The average time it took for a worker to return to work due to a serious injury was over six weeks. In 2018-19 the median compensation payout for […]
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Superannuation
Get Your Super Together and Save
If you have had different jobs with different employers over your working career, you may have superannuation accounts with many different funds. Apart from the time it takes to keep track of these accounts, there are three more serious concerns of which you should be aware. 1 – Investment Strategy Choosing the right investments […]
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Superannuation
Property Investing and SMSFs – The Differences
Australians love to invest in property. And what’s not to love? It’s tangible, offers diversification and tax benefits, and can provide you with a good income and strong capital growth. The benefits of investing in property can be amplified when held within super and with changes to borrowing within Self-Managed Super Funds (SMSFs) over the […]
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