Economic update February 2026
Market developments during January 2026 included: Key Points Australian Equities The S&P/ASX 200 Accumulation Index rose by 1.8% in January, with five of the 11 sectors closing higher for the…
Archives
Your digital life after you die – how to protect your memories, money and identity
Technology has made everyday life easier. We take photos without thinking where they’re stored, pay bills without opening a drawer and carry our financial lives around on a device the…
Take control of your finances in 2026
Getting on top of your finances is one of the most common new year’s resolutions Australians make. But only 12% of us achieve our goal. Here’s how to be one…
Why is estate planning so hard? And what you can do to make it easier …
Estate planning is one of those tasks almost everyone means to get to, yet many only face it during a crisis. Families often describe the same moment. A parent dies,…
How to create a retirement plan
You’ve spent your entire adult life working and now it’s time to kick back and do more of the things that interest you – whether perfecting your golf handicap, travelling…
Overcome objections before you even meet: The power of your CVP
Why prospects aren’t fully listening Picture this: you finally secure a meeting with a potential client. You’re ready to showcase your expertise, but as you speak, they’re distracted. Their mind…
Stand up and stand out: How to make a lasting first impression with impact for your business
There’s an old truism, “You don’t get a second chance to make a good first impression”. While we often get opportunities to redeem ourselves over time, starting strong is always…
Property or shares: Is the Australian investment dream changing?
Property investments appear to be on the wane with younger investors as house prices rise: the number of those expecting property will be their biggest investment at retirement is half…
Setting your grandkids up for the future: A Grandparent’s guide
Providing financial support to your grandchildren can be a meaningful way to invest in their future. From practical steps to financial strategies and legal considerations, there are several ways you…
Enjoying your retirement
Retirement can be a golden opportunity to make changes to your lifestyle and routine and boost your wellbeing in the process. Find out more about the benefits of using your…
What is a beneficiary and why you need one for your super
The assets that make up your estate may include property, bank accounts, investments and superannuation. How your estate will be distributed after your death will depend on who you nominate…
Your obligations as an SMSF trustee
The following outlines your obligations as a trustee or director of a corporate trustee of a Self Managed Super Fund (SMSF) and what happens when they are not met. Understand…