Aged Care reforms 1 July 2025
The Government has legislated changes to the cost of residential aged care, for Australians entering care from 1 July 2025. A female aged 65 today …
Winding up an SMSF
There are no prescribed steps for winding up an SMSF, however there are a number of specific requirements that must be satisfied. Overview There are …
What assets can you have before losing your Age Pension?
There are many benefits to receiving an Age Pension or even a part pension, but there are limits to what level of income or assets …
Using the bucket strategy to make your money last longer
How do you find the sweet spot between using your retirement savings to enjoy a comfortable standard of living, and investing so you won’t run …
Understanding the difference between ESG, ethical and green investing
For many investors, the promise of ESG (Environmental, Social and Governance) investing has been evasive. Confusion around what “ESG Investing” actually is has led to …
Megatrends for 2025 and beyond…
Megatrends are long-term structural changes that affect the world we live in. Importantly, they shape communities but they also create investment opportunities and risks. Learnings …
The ins and outs of geared share funds
Geared share funds are high risk and high reward. When share markets are doing well, the returns can be very high, but the opposite is …
Economic update February 2025
Global The introduction of DeepSeek’s open-source R1 model shocked global markets in January, challenging our understanding of capex requirements and competition in artificial intelligence. Despite …
Australian home investing: New landlords to lose $23k+ in 12 months buying into two major cities
The average Australian property investor could lose money in their first year, with those in the nation’s two largest capitals likely to be more than …
Insurance through super: everything you need to know
Did you know you can have insurance cover in your super fund? If you have super, you might also have some automatic insurance cover. It’s …