Insights

What five years’ worth of SMSF asset allocation data reveals. The Australian Tax Office (ATO) releases quarterly data showing where self-managed superannuation funds (SMSFs) are

Returns for the global 60/40 portfolio are positive again, reaffirming its benefits. A globally diversified portfolio of 60% stocks and 40% bonds declined by about

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing

Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have just received an Age Pension

There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many Australians have a strong fear

An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel or an urgent medical bill.

Records you need to keep When you sell your shares in companies or units in managed funds, most of the records you need will be

Some big companies have left the ASX recently. How do ETFs adapt to index changes? Share markets are ever changing. Companies come, and companies go.

Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The

It’s evident that the Australian consumer is under pressure. It appears the tailwinds that helped brand the consumer as ‘resilient’ are now turning into headwinds.