Life’s financial turning points: good and not-so-good

The marriage and divorce statistics for 2015 sadly suggest that 43 per cent of Australian marriages may end in divorce. Significantly, this number-crunching does not include separations of de facto couples.

Global economy synchronised and thriving

The global economy has maintained steady growth in the second quarter of 2017, providing a solid foundation for risk assets such as equities and corporate credit which further encourages investors to build a diversified portfolio, according to JP Morgan.

Almost the world’s best for retirees

What are the best countries for a comfortable retirement? What countries have the best retirement-income systems? It seems the answers to these questions are rather positive for Australian retirees.

Fit for purpose? The super story so far…

We’ve come a long way since the mandatory superannuation guarantee was introduced in the early 1990s. 

Dollar-cost averaging for millennial investors

It's hardly surprisingly that a personal finance article in Forbes magazine places the classic and straightforward investment practice of dollar-cost averaging high among a list of tips to help millennials become better, more disciplined investors in 2017.

Some financial terms explained

  Below are four important financial terms.  They are Transition to Retirement; Pension Phase; Allocated Pensions; and Estate Planning.

Save early, save often

  One of the underlying attributes of Australia's superannuation system is that it starts young adults saving for retirement as soon as they join the workforce.

Government pushes forward with multinational tax measures

  The Australian government has introduced legislation to Parliament to implement a new string of tax measures to prevent multinationals from profit shifting.

Jump-start your retirement savings

  Unfortunately, many people would reach their mid-fifties and conclude that their savings are not on track to finance a satisfactory lifestyle in retirement. 

What recent retirees can teach pre-retirees

  Frank Sinatra's My Way probably hasn't been among the karaoke top 100 for years. Yet its signature lyrics, "regrets, I've had a few", will certainly resonate with all of us – including recent retirees.