Financial Planning
Why a trust deed is still important
14 January
In a monthly column to assist trustees, specialist Meg Heffron explores major issues on managing your SMSF. These days, it is usually easy to change an SMSF trust deed. The trustees agree to make a change, most accounting firms have a regular...[Read More]
Asset Class Return Quilt
6 October
Asset Class Return Quilt as at 30 June 2023 The following table displays the returns generated over the past 10 calendar years for each asset class, with the asset classes ranked by its performance in each respective year. The purpose of the table...[Read More]
Jones believes industry can return to 30k advisers
4 August
Minister for Financial Services, Stephen Jones, believes the industry can return to 30,000 advisers but more pathways are needed as it is unrealistic to expect people to want to become advisers at 18. Speaking at an event held by the Financial...[Read More]
No such things as too young: Why you need a will in your 20s and 30s
2 June
Births, deaths and marriages are the typical occasions when people think about making a will but they shouldn't be the only times. Legacy Law director Donal Griffin says while buying property is also a common trigger, people should create a will...[Read More]
Dating or de facto? Why it matters for your finances
2 June
Did you know not all unmarried relationships are de facto relationships? Unless you've officially registered your de facto relationship (yes, that's a thing), it can be tricky to determine when a couple goes from simply "dating", or seeing each...[Read More]
Why most investors want human advice
2 March
Artificial intelligence systems, and their ability to undertake often complex tasks in seconds, are increasingly gaining attention and user traction. Yet, when it comes to personal finances and investing, it’s evident humans definitely have the...[Read More]
5 Ways to Live Your Best Life After Retirement
26 January
Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth. The only way to make this dream retirement a reality is to have the right retirement...[Read More]