Active Portfolio Management is Transforming Risk Management

Today’s unprecedented market conditions have heightened investor uncertainty. Newspapers are reporting on fears of rising inflation, following a downward trend over the last three decades. Furthermore, central banks suggest that record-low …

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2021 Budget – what this means for your superannuation

The 2021 Federal Budget proposed some important changes to superannuation and retirement legislation. The budget has provided opportunities for older Australians to contribute more into superannuation through the removal of the work-test (u…

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Superannuation changes from 1 July 2021

Changes from 1 July 2021 will impact how much money you can contribute to superannuation and how much you can have in your retirement phase superannuation account.

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Beware the Share Market Hype

Share markets around the world rallied in November on the back of a Biden US election victory plus vaccine optimism. In the US alone, $90bn flowed into equity funds in just three weeks!
I am reading articles stating that 2021 will be a gre…

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Paying extra into your mortgage vs super

Many people ask the question about paying off one’s mortgage vs making super contributions. This is an interesting question especially in such a low interest rate market. Remember, for most people, putting extra cashflow into super (as Conc…

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Webinar: Your 2020 Super and Investments Survival Guide

2020 is proving to be the most challenging time for investment markets in a generation. The common advice from traditional financial advisers is to do nothing and ride it out. But this may not be the optimum approach for every investor, par…

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