How to teach your kids about investment

9 July

As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the time to teach their kids about...[Read More]

Family affair: investor tax changes spawn new tactics

8 July

A 1950s red brick walk-up in southwest Brisbane is a window into how the federal budget is reshaping the property market. Marketed as “the ultimate set-up for multi-generational living”, the three-unit apartment block in Oxley has bucked the...[Read More]

Why people avoid financial advice—and three reasons they shouldn’t

2 July

Most people want to feel financially secure. They want to manage their household expenses, build savings, make the most of their superannuation and eventually enjoy a lifestyle of choice. Yet many Australians delay speaking with a Financial Adviser,...[Read More]

Pledge to fix ‘widow’s tax’ on investment properties

1 July

Treasurer Jim Chalmers has promised to fix laws imposing a so-called “widow’s tax” on investment properties, without providing details on how he will close the loophole. The issue, which relates to investors with jointly owned properties...[Read More]

Tax changes spark house listings boom but fewer rentals

17 June

Investors are prematurely offloading their properties before tax changes even hit the market, resulting in a listings boom but fewer rentals. Rental listings across the country have shown large annual falls, with the steepest downturn so far in...[Read More]

CGT share changes will ease home prices, treasurer says

17 June

Controversial tax changes for shares and businesses will prevent more money from being funnelled into existing homes, Treasurer Jim Chalmers claims. Businesses have been relatively receptive to Labor’s decision to wind back tax breaks for property...[Read More]

Rule of seven: An investor’s compass

11 June

James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats...[Read More]

AI risks deepening divide between investors and workers

3 June

The divide between people who earn income from investments and those who work for a living could be exacerbated by the artificial intelligence revolution, economists at Australia’s largest business lender warn. While the adoption of AI is expected...[Read More]

Investor tax cut call as opponents fight Labor plan

27 May

Investor incentives should be increased, not cut, a senior Liberal says, as Labor moves to rush its once-in-a-generation tax overhaul through parliament. Business leaders have warned the measures, laid out in the federal budget earlier in May, will...[Read More]

‘Green fatigue’ sweeps the ethical investments market

27 May

Driven by consumer demand, compulsory super and strict greenwashing regulations, Australia’s record on ethical investment is well regarded. Or at least it was. Amid concerns over performance and a US-led anti-woke backlash, the nation’s appetite...[Read More]

Ethical investing: How do you align your money with your values

14 May

In today’s world, more investors are seeking not only financial returns but also alignment between their money and their values. This approach, known as ethical investing, is about choosing investments that consider environmental, social, and...[Read More]

When you should consider consulting a property agent and what they can do for you

7 May

Seeking professional advice when looking to buy a property is an important step, especially if you’re new to the market or dealing with complex situations.   Here are some key instances when you should consider consulting a property agent and...[Read More]

Key ways to invest through an SMSF

30 April

A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options.  To maximise long-term returns and financial security, it is essential to understand the...[Read More]

Top 5 tips to motivate kids to save

23 April

Building strong money habits early can set children up for a lifetime of smart financial decisions.  It all starts with simple lessons in saving, spending, and valuing what matters most.   Help Them Set a Clear Goal Saving is much easier when...[Read More]

Riding the waves: Understanding market volatility and the importance of advice

16 April

Investment markets have always moved in cycles. Periods of growth and optimism are often followed by downturns, uncertainty, and recovery. While this rise and fall is a natural part of investing, it can still trigger anxiety and concern for many...[Read More]