Insights
Your super contributions just increased: Why it’s time to talk to us
1 July 2025 marks a significant milestone for Australian workers’ retirement savings. The superannuation guarantee rate has increased from 11.5% to 12%, representing the final
Retirement planning checklist
Evaluate your current situation You can use a retirement calculator, such as MoneySmart1 to roughly estimate how much money you could have when you retire.
Going Green with Your Portfolio: Getting Smart or Getting Trendy?
With World Environment Day on June 5, many Aussie investors are considering whether environmentally conscious investing is a worthwhile aspect of their financial strategy. Whether
Uncertainty weighs on markets in 2025, creating opportunities for active managers
Key points In contrast to last year, the major themes dominating markets in 2025 are: Slowing global economic growth as forecast by the International Monetary
Will You or Will you Not
“I don’t have enough assets to worry about a will.” “I’m too young to think about estate planning.” “I’ll get around to it later.” Does