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Risking your retirement

If you're retired or approaching retirement, and dreading the next piece of news that may cause your portfolio to dip, then it might be time to revisit your asset allocation.

A total returns approach to rebalancing

When reviewing your asset allocation for the purpose of rebalancing, consider whether a total returns approach to portfolio construction can help achieve your investment goals.

Fresh research challenges guidance on SMSF minimum balances

New research shows that ASIC’s emphasis on minimum SMSF balances of $500,000 is “excessively conservative”, with the evidence suggesting that $200,000 may be a more appropriate threshold.

Government intervention in super a ‘low priority’ for consumers

Access to healthcare and the cost of living rank higher, according to a recent survey.

Federal budget 2022: Winners and Losers

With a federal election only a couple of months away, find out who's getting a cash boost — and who's not — in Treasurer Josh Frydenberg's latest budget.

Budget at a glance – Video

  There are hundreds of pages and summaries you can read about this year's Federal Budget but this video is the only comprehensive option you can watch.  

Federal Budget 2022 and YOU – Part 2

  Part 2: The second half of a detailed breakdown of last night’s Federal Budget. Also included are the budget documents themselves for those who like their information to be as granular as possible. Part 2 is set out in this way to help quickly find information that affects you, your family, and your region.  

Federal Budget 2022 and YOU – Part 1

  Part 1:  Any government Budget consists of information about all areas the respective government manages for the tax payer.  The Federal Budget is no exception and set out below are half of the areas this year's Budget covered.  It is set out in this way to help quickly find information that effects you, your family and your region.  

Where self-managed super funds are investing

Recently released ATO data shows some SMSFs have too much of their money invested into just a few asset classes and are not as diversified as they could be. Here's why having broad market exposure is important in retirement.

Investing for a house deposit

Despite it seeming increasingly difficult to get on the property ladder, there are still a few ways younger investors can realistically work towards a house deposit.