The Amazing Royal Commission

“I have been astonished by the revelations of the incompetence, arrogance and venality of the boards and senior management of these institutions” Dear Client Unless you’ve been 4-wheel driving...

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Aged Care Changes in 2018 Federal Budget

  The Federal Budget has come and gone and the main take out as far as residential aged care fees are concerned is that there were no major changes. Still the same: Before listing some of the...

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They deserve nothing less

They deserve nothing less A move into residential aged care often involves major financial decisions being made under difficult circumstances. The support of an adviser who specializes in these...

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2018: A balancing act

Fidelity’s Investment Director, Tom Stevenson, shares his thoughts on investing in 2018. Most of the time investors don’t need to think too much about market timing or asset allocation. The...

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Beyond share prices

Investors shouldn’t overlook that there are two components to sharemarket returns – dividend yield and capital gains (or losses). Few investors would have missed the news reports of late...

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Power of retiree super dollars

With the waves of baby boomers now nearing or entering retirement, it is hardly surprising that the ranks of retired super members is rapidly growing. Yet the extent of that growth may surprise you. ...

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Superannuation and moving overseas

If you’re an Australian permanent resident or citizen heading overseas, your super remains subject to the same rules, even if you are leaving Australia permanently. This means your super must remain...

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The financial difference for women

Recent decades have seen huge gains made in the financial empowerment of women. However complete financial equality won’t happen soon and in some cases may be unattainable. So what are the areas...

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Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, February 2018

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. There was a broad-based pick-up in the global economy in 2017. A number of advanced economies are growing...

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Ethical investing – putting your super where your heart is

Millennials – take a bow. Not only are you concerned about how your super is invested, you are more likely than other age group to act on your beliefs when choosing a super fund. Research...

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