Blog
Beyond the Will: A Comprehensive Guide to Modern Estate Planning | Are brighter days in store for bond investors? | Stop paying attention | Q&A
This issue of Wealth Adviser includes: Beyond the Will: A Comprehensive Guide to Modern Estate Planning. Estate planning in today's world includes aspects such as wills, trusts, and beneficiary designations, while it’s also important to consider digital assets and...
Navigating the risks of retirement | A random walk down Wall Street | Super and growth assets as long-term investments | Q&A
This issue of Wealth Adviser includes: Navigating the risks of retirement. There are a number of potential challenges individuals may face when planning for retirement. This includes controllable risks, and uncontrollable risks such as market volatility, longevity...
Why life expectancy numbers are widely misunderstood | Risk of recession is high | Why ‘timing the market’ is a fool’s errand | Q&A
This issue of Wealth Adviser includes: Why life expectancy numbers are widely misunderstood. Life expectancy numbers are often misinterpreted due to various factors. There are various reasons behind this widespread misunderstanding with a need for a deeper...
Navigating the 2024 Super and Tax Landscape | CPI may understate the rising costs of retirement | The Importance of Home Ownership in Achieving a Comfortable Retirement | Q&A
This issue of Wealth Adviser includes: Navigating the 2024 Super and Tax Landscape: 20 Essential Questions Answered. The superannuation guarantee contribution rate has increased to 11.5%, and contribution caps have also increased. Personal income tax rates have been...
The Five Reasons Why The $A Is Likely To Rise Further – if recession is avoided | The Money Supply and Inflation Puzzle: What Every Retiree Should Know | Our finances should enable and not dictate our lives | Q&A
This issue of Wealth Adviser includes: The Five Reasons Why The $A Is Likely To Rise Further – if recession is avoided. “After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look...
The 100-Year Plan: Rethinking retirement finance for increased longevity | The Iron Law of building wealth | The 9 most important things Dr Shane Oliver has learned about investing | Q&A
This issue of Wealth Adviser includes: The 100-Year Plan: Rethinking retirement finance for increased longevity. Increasing longevity means many retirees face the possibility of living well into their 90s or even beyond 100. This requires a rethink of retirement...
How not to run out of money in retirement | Australian home prices up again | Bursting the myth: Understanding market bubbles | Q&A
This issue of Wealth Adviser includes: How not to run out of money in retirement. To avoid running out of money in retirement, it is important to plan carefully and consider various financial strategies. One key suggestion is to create a retirement budget and stick...
How long will you live? | Starting your child’s education fund with ETFs | The Australian generational wealth divide| Q&A
This issue of Wealth Adviser includes: How long will you live? Factors that can influence an individual's lifespan include genetics, lifestyle choices, and access to healthcare. Making healthy choices can help increase one's chances of living a longer life....
Financial pathways to buying a home require planning | Super and tax – what’s changing on 1 July 2024 | Three facts you should know about the Nasdaq 100 | Q&A
This issue of Wealth Adviser includes: Financial pathways to buying a home require planning. Successfully purchasing a home requires thorough financial preparation. Planning is vital to navigate the different financial pathways to home ownership. Proper planning is...
Decoding the Australian Housing Market: A Guide for Beginners | The Ultimate Superannuation EOFY Checklist 2024 | The Art of Happiness – Economics and the “Hedonic Treadmill” | Q&A
This issue of Wealth Adviser includes: Decoding the Australian housing market: A guide for beginners. The complexities of the Australian housing market are decoded in this beginner's guide. Key factors such as interest rates, supply and demand, and government...