Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth1. As more Australians receive an inheritance, taking time to develop a clear plan may help turn inherited wealth into long-term financial security. Whether your inheritance is a modest sum or worth

Why More Choice Isn’t Always Better

Federal Budget 2026–27: Reform and Resilience… But Questions Remain The Federal Government has positioned this year’s Budget as one of the most significant in decades, focused on navigating the current global uncertainty—particularly higher oil prices—and strengthening the economy over time. From our perspective, while there are some sensible initiatives, we are generally underwhelmed by the overall package. In our view, it is unlikely to fully achieve its stated objectives o

The inheritance wave is building but most people are unprepared for the ride. Transfers of accumulated wealth from one generation to the...

If retirement is just around the corner, the current financial climate may make you feel a little uneasy. Watching the markets fluctuate...

Bonds are not usually the flashy upstarts of the investment world with their every move reported, like stocks. But the Trump...

Australian superannuation laws changed once again in the 2025-26 financial year as the nation’s fast-growing retirement savings system continues to evolve.

In the lead up to the end of the financial year (EOFY), it's a great opportunity for property investors to pause, prepare their records, and make sure they’re making the most of what they can claim. Tax time might not be the most exciting part of investing, but a little preparation now can make a big difference.

For Australians approaching retirement, recent market volatility may feel like more than just a bump in the road. Unlike younger investors, who have time on their side, retirees don’t have the luxury of waiting out downturns. A sharp dip just before, or as you begin drawing down your superannuation, can leave lasting damage.

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June. Even depositing a small amount of extra money into your super account before 30 June this year could make a big difference to your overall retirement balance over the longer term, thanks to compounding investment returns.