Probate is the legal process that occurs when dealing with a loved one’s will after their death. It can be difficult to know what’s involved with the process and the questions to ask. What is Probate? Probate is the process that makes sure the instructions in a will can be follo
Volatility Bites: How Retirees can manage Jumpy Markets The 2020 COVID-19 share sell off and recent equity market volatility shows just how quickly share prices can move. Volatility can have different meanings for different investors, those with a long-term horizon can be less concern
Don’t let overspending be your undoing Do you struggle to control your spending around your friends and family? If the urge to ‘keep up’ with a certain lifestyle is stretching your finances, it could be time to take action. From splitting the bill at an expensive restaurant, to having
Your super checklist for EOFY The lead up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. Certain contributions, which we cover below, may have the ability to reduce your taxable income, or see you pay less on investment earnings. Cont
How fit are your finances? Wearable technology can monitor our heart rate and tell us how much sleep we’ve had, but what about our financial wellbeing? If you could benefit from a Fitbit for your finances, read on. Just like your physical health, the more you can monitor
Super changes that could affect you from 1 July 2022 The government has announced a number of changes to the super system could create opportunities for Australians of all ages. Here’s a rundown of what you need to know. More people will be eligible for contributions from their employ
Investment Market Outlook: Volatility Rises, Value Emerges With war in Eastern Europe, inflation surging and Covid lockdowns inhibiting industrial production in parts of China, investment markets faced a rising tide of volatility over the past quarter. Yet while this may feel like the
Economic update and market overview Introduction Inflationary forces continued to intensify in key regions, which suggested interest rates could be raised more quickly and more aggressively than previously anticipated. Government bond yields continued to rise sharply, resulting in n
Is this the end of the housing boom? Clearly the growth rates in the Australian housing market, particularly in Sydney and Melbourne, peaked some time ago – March last year. But prices have mostly been still rising, albeit at a slower pace. National average property prices now look li
How much do I need in retirement? How much you need to save for a comfortable retirement is a question many of us ask. While we all hope for a simple answer, how much money you need in retirement differs for everyone. Additionally, a comfortable retirement is based on a whole range of