When people talk of assets, particularly their own, the first thing that comes to mind is usually their home. For most people, they consider this their most valuable asset. In some cases, their retirement savings, be it superannuation or otherwise ma...
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It’s started. Over the next two decades, baby boomers are set to bequeath around $3.5 trillion, according to The Productivity Commission. This is the most significant intergenerational wealth transfer in Australian history. The question is: ...
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The first six months of 2022 have been brutal for global financial markets, with equity markets recording the worst six-month start to a year since 1975. It’s no exaggeration to say we have just endured one of the worst six-month periods eve...
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In late March the federal government released their budget for 2022/23 and as you would have guessed it was certainly geared towards announcements that will appeal to the voters, given an election is not far away. For once, superannuation was general...
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Performance There were several factors at play in the first quarter this year around the world that saw equity markets sell off. Not least of these was the Russian invasion of the Ukraine – more on that below. Secondly, the US Federal Reserv...
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Summary: Be careful of financial advisers that claim to be experts in aged care advice. You may think you’re ‘buying a unit’ in a retirement village when in fact you’re lending a property developer your money, unsecured and interes...
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New year’s resolutions are made with the best intentions. Unfortunately, they are not usually followed through. There are many reasons why this might be the case. Here are 5 ways to help you overcome the challenges and succeed with your financial n...
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Let’s face it, the majority of the population spends their working life, building wealth and looking forward to that day, sometime in the future, where they can pull up stumps and enjoy the fruits of their labour. A few tweaks here and there can ...
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Performance It was another positive quarter for equity markets globally, rounding out a very strong calendar year. Market returns for the period were as follows: ASX200 +1.53% S&P500 +10.65% NASDAQ +8.28% Before we go on, it’s worth mentioning ...
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