Helping kids with living expenses through early training

19 June

There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years or...[Read More]

International destinations retirees should have on their bucket list

19 June

If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]

Oliver’s Insights – Here we go again! – the threat to economies and investment markets from the Israel and Iran war

19 June

Key points So far, the Israel/Iran war is limited, and various constraints suggest it may stay that way with Iran reportedly wanting to return to talks. It’s still early days though and so the risk of an escalation threatening oil supplies...[Read More]

Investment markets and key developments – Weekly market update 13/06/2025

18 June

Global shares had a messy week pushed around by tariff news in the US, better than expected US inflation data and Israel’s attack on Iran’s nuclear capabilities later in the week. Prior to Israel’s attack the US S&P 500 was up slightly, but...[Read More]

Treasurer throws down gauntlet for ‘crucial’ tax reform

18 June

The groundwork has been laid for Australia’s most substantive attempt at tax reform in more than two decades as the treasurer promises to “grasp the nettle” on the thorny issue. Outlining his government’s economic agenda for its second term...[Read More]

Spotlight on unemployment as jobs market loses heat

18 June

Signs the labour market is easing will alleviate Reserve Bank concerns about inflation with Australia’s jobless rate tipped to remain at historic lows. Economists predict labour force figures for May – to be released by the Australian Bureau of...[Read More]

ASIC puts super on notice over complaint ‘blind spots’

18 June

The corporate regulator has revealed the next steps in its push to fix systemic failings in the superannuation sector’s handling of death benefit payments. The Australian Securities and Investments Commission will examine how super trustees...[Read More]

Hitting the brakes on EV, hybrid help could slow cuts

18 June

Australia risks stalling efforts to cut transport emissions if it does not reintroduce tax breaks and incentives for the purchase of electric and hybrid vehicles. The Australian Finance Industry Association issued the warning on Monday with its EV...[Read More]

End of Financial Year: a time for reflection and new opportunity

12 June

Why the EOFY Marks More Than Just a Date on the Calendar As June 30 rolls around each year in Australia, it brings with it a moment of pause — a clear marker that one financial chapter is closing and another is about to begin.  While for some, it...[Read More]

The top 5 places to visit in Australia for retirees

12 June

Now that you’ve retired from the workforce and have all the opportunities to do what you want, you’re ready to take the trip of a lifetime.   If you’re planning to take a tour across Australia, here’s a list of 5 top destinations to visit...[Read More]

Teaching kids about money at different stages in their lives

12 June

It’s every parent’s dream to secure their children’s future. Of course, not everyone has the wealth required to do this, and the next best thing you could do as a parent is to teach them how to budget and invest. Through financial education,...[Read More]

Oliver’s Insights – The risk of a US public debt crisis – and implications for shares

11 June

Key points US tax cuts point to ongoing budget deficits around 7% of GDP, a rising trend in already very high public debt and a further rise in already record debt interest payments. While a full-blown US public debt crisis is unlikely, this...[Read More]

Investment markets and key developments – Weekly market update 10/06/2025

11 June

I don’t think that a quiet week in markets exists anymore. While there were no specific changes to US tariff rates this week (yay, I was getting sick of updating our tariff chart), Trump and his team never fail to produce material for us to...[Read More]

Liberals concede tax cut stance a ‘strategic mistake’

11 June

The coalition’s new finance spokesman has conceded campaigning against tax cuts was a significant error, promising to push for lower rates in the next term of parliament. James Paterson said the coalition’s position against Labor’s two-part...[Read More]

Greens strike conciliatory tone on super tax changes

11 June

The Greens are “absolutely ready” to work with Labor to make proposed changes to superannuation, acknowledging the mandate voters gave the Albanese government at the election. Labor is looking to double the tax rate of super balances above $3...[Read More]