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.

The Shortest-reigning Monarchs in History

Check out the Shortest-reigning Monarchs in History

Investment and economic outlook, April 2024

Our region-by-region economic outlook and latest forecasts for investment returns.

Connecting an adviser with your children

How parents and advisers can work together to manage intergenerational wealth transfers.

Australia’s debt service ratio ‘extraordinary’: CBA

The change in the debt service ratio has been ‘extraordinary’, according to the major bank.

Oldest Buildings in the World.

Check out the oldest Buildings in the World.

The compounding benefits from reinvesting dividends

Using income distributions to purchase additional ETF units can significantly compound capital growth and income returns over time.

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.

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.’

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.