What is a managed fund
A managed fund lets you hand investment decisions to a fund manager. How a managed fund works In a managed fund, money from
19th October 2026
General Articles
Should you sell or rent out your home before buying again?
Sell vs. rent: at a glance Selling your home before you buy may suit you if: You want a bigger deposit for your next purchase
19th October 2026
Why Transition to Retirement deserves a second look
For many people approaching retirement, the transition from full-time work to retirement is no longer a sudden stop. Instead, it’s often a gradual process that
12th October 2026
How floating rate bonds can make your portfolio more resilient
Floating rate bonds tend to receive less attention than shares or fixed rate bonds. Yet in Australia, floating rate bonds are far from niche. They
12th October 2026
Ensure your estate planning reflects your wishes
Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting testamentary trusts
5th October 2026
Protect your money in retirement
Retirement can be a time when people may try to take advantage of your trust. Protect your money from people you know Elder financial abuse
21st September 2026
Diversification
Diversification is an investment management strategy that reduces the impact of some of your investments performing poorly. What is diversification When it comes to investing
21st September 2026
What is compound interest?
Learn what compound interest is and how it can be used to grow your savings. Understanding compound interest Compound interest is where you earn interest
14th September 2026
Claiming a super death benefit
If someone close to you has died, you may be able to claim a super death benefit. What is a super death benefit? A super
14th September 2026
Australia’s investment case has changed more than investors realise
Key takeaways Australia is no longer just a China proxy – demand for its resources is increasingly being driven by global themes including AI
14th September 2026
Income streams
These are regular payments made from your superannuation fund or purchased using either superannuation money or savings. Keep in mind, these are general guidelines only.
31st August 2026
Record SMSF growth driven by digital access
Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist 48,500 new SMSFs were established in the 12 months to
24th August 2026