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Latest Articles

Getting to a higher level of financial literacy in Australia
The practical benefits of improving financial literacy.
What is the future of advice and how far off is superannuation 2.0?
Financial advice can make a massive difference in people’s lives. We know this because we see every day in our data just how much better off people are when they follow the advice. But up until now, the majority of Australians haven’t been able to afford it. As a consequence, most Aussies are unaware of what advice is and how it can help them be better off.
Investment and economic outlook, April 2024
Our region-by-region economic outlook and latest forecasts for investment returns.
Australia’s debt service ratio ‘extraordinary’: CBA
The change in the debt service ratio has been ‘extraordinary’, according to the major bank.
Connecting an adviser with your children
How parents and advisers can work together to manage intergenerational wealth transfers.
ACCC scam report
Australians made more than 600,000 reports about scams in 2023 — about 18 per cent more than in 2022.(ABC News: Evan Young/Canva)
The Shortest-reigning Monarchs in History
Check out the Shortest-reigning Monarchs in History
ATO warns trustees about increasing crypto scams
SMSF trustees are being warned to be on the lookout for crypto investment scams.
Aged care report goes to the heart of Australia’s tax debate
The Aged Care Taskforce was asked to report on how to fund aged care around the country. In so doing, it took a side in Australia’s national tax ‘tragedy.’
Removed super no longer protected from creditors: court
A recent Federal Court ruling has found that the transfer of super from a husband to his wife’s superannuation account is no longer protected as an interest of the bankrupt in a regulated super fund under the Bankruptcy Act 1966.
ATO investigating 16.5k SMSFs over valuation compliance
More than 16,500 SMSFs are being scrutinised by the ATO as they allegedly reported certain classes of assets at the same value for at least three income years.
The 2025 Financial Year Tax & Super Changes You Need to Know!
The new financial year is fast approaching and so are a number of changes to superannuation contribution amounts and the individual tax rates. These changes are outlined below, as is some information on how you may be able to work with these changes when managing your tax affairs during 2024-25.
Investment and economic outlook, March 2024
Region-by-region economic outlook and latest forecasts for investment returns.
The compounding benefits from reinvesting dividends
Using income distributions to purchase additional ETF units can significantly compound capital growth and income returns over time.
Three things to consider when switching your super
Understanding how your super works and ensuring you get the most from your fund are essential to achieve the retirement lifestyle you envision.