A lot of Australians have their super in a pooled fund. But many people have made the transition out of their industry or retail super fund and set up a Self Managed Super Fund (SMSF). Senior Wealth Adviser Tim Mclaughlan explains why. Read more
Stepping away from your business can be difficult. In this video, Peter McVeigh explains why it's important for all businesses to have a succession plan in place early. Read more
Our inaugural Team Development Day brought together a great group of trusted partners and professionals. And from all accounts the event was a big hit. Watch the video to learn more. Read more
What makes Carsales such an attractive stock? Elston Portfolio Manager Bruce Williams examines the key drivers that are working for this digital marketplace both here and overseas. Read more
Last year, some bond indices fell into a black hole. Are good returns from fixed income investing still a galaxy far, far away? Or are there brighter days on the horizon? Read more
Inflation has proven to be more stubborn than expected. And so, the Reserve Bank has had no choice but to keep increasing interest rates. What could this mean for company earnings and how might that flow through to portfolios? Read more
We talk to our friends about the restaurants they love, the movies they’ve seen, and the schools their kids attend. But superannuation and financial advisers and how their investments are travelling? Maybe not so much. Read more
When an insurance claim is handled with efficiency and empathy, it can help reduce the stress for everyone. In this article, Head of Wealth Protection, Troy Pearsall describes how his team has helped clients in need this year. Read more
One of the most popular Google searches is “How much money is enough to retire?” It’s a good question. So, what’s the answer? Half a million? One million? If only it was that simple. Read more