Investing can take many forms, but two of the most common approaches are buying shares directly or investing through a managed fund. Both can provide exposure to investment markets, yet they differ in how they are owned, selected and managed. Understanding these differences can help investors feel more informed when discussing their options with […]
Direct shares or managed funds: What is the difference? Read More »
At 60, retirement no longer feels like a distant event. It is close enough to imagine the lifestyle I want, the experiences I hope to enjoy and the financial decisions that will shape the years ahead. Looking back to when I first started work, superannuation was rarely something I thought about. It appeared on […]
Seven things I would tell my younger self about superannuation and investing Read More »
Investing in shares can be an effective way to build long-term wealth, but it also brings tax obligations that every investor should understand. Whether you own a handful of shares or a diversified investment portfolio, keeping accurate records and working closely with your accountant can make tax time much simpler while helping you meet […]
Understanding the taxation of shares: Why your accountant matters Read More »
Saving money isn’t just about cutting out coffee or chasing every bargain. It’s about creating a plan that works for your lifestyle and future goals. Whether you’re starting from scratch or building a nest egg for something big — a house deposit, a dream trip, or long-term financial security — these five strategies will […]
Top 5 tips to help you take control of your finances Read More »
In today’s society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction, and social connections. This article explores the changing perception of wealth in contemporary Australia and highlights the importance of […]
Perception of wealth: The importance of holistic well-being in defining prosperity Read More »
As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the time to teach their kids about investing? You know by now that depending solely on your livelihood […]
How to teach your kids about investment Read More »
A 1950s red brick walk-up in southwest Brisbane is a window into how the federal budget is reshaping the property market. Marketed as “the ultimate set-up for multi-generational living”, the three-unit apartment block in Oxley has bucked the trend of a falling market, says Ray White real estate agent Holly Bowden. Despite three Reserve Bank […]
Family affair: investor tax changes spawn new tactics Read More »
Most people want to feel financially secure. They want to manage their household expenses, build savings, make the most of their superannuation and eventually enjoy a lifestyle of choice. Yet many Australians delay speaking with a Financial Adviser, even when they know professional advice could be valuable. The reasons for avoiding advice are often […]
Why people avoid financial advice—and three reasons they shouldn’t Read More »
Investors are prematurely offloading their properties before tax changes even hit the market, resulting in a listings boom but fewer rentals. Rental listings across the country have shown large annual falls, with the steepest downturn so far in May. All capital cities were part of the trend, with Hobart losing just 0.3 per cent of […]
Tax changes spark house listings boom but fewer rentals Read More »
James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats timing the market.” But what did that really mean for someone like him, just […]
Rule of seven: An investor’s compass Read More »
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