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30 June 2025
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Financial advice commissions and grandfathering have become among the more contentious issues at the Royal Commission. Here's everything you need to know about where they came from but were afraid to ask.
Home ownership for Australians aged between 25 and 34 has fallen from 39% to 29% in the last 20 years, and government policies are doing little to make first home buying easier. What are the attitudes of younger clients?
Australia's economy will struggle under an increasing age pension burden because the current level of compulsory super is inadequate to fund a comfortable retirement for most.
In the financial and economic world, we use medians and averages to assess our position and make decisions about the future. But as each individual is different, aggregated statistics aren't always useful.
China is so complex and varied that few people can understand the whole picture, but on a third visit over two decades, it's possible to see changes, many of which are for the better.
Australians should be creating a comprehensive financial plan to live within their means. It may turn out badly unless we teach skills at an early age and incorporate financial planning into our education system.
For much of Australia’s history, each new generation has been better off than the last: better jobs and incomes as well as improved living standards. A new report assesses whether this time may be different.
In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.
The latest lists of Australia’s wealthiest individuals show that while overall wealth has continued to rise, gains by individuals haven't been uniform. Many might have been better off adopting a simpler investment strategy.
As inflation eases, the Albanese government is switching its focus to lifting Australia’s sluggish productivity. Can corporate tax cuts reboot growth - or are we chasing a theory that doesn’t quite work here?
April’s sharp rebound may feel familiar, but are V-shaped recoveries really more common in the post-COVID world? A look at market history suggests otherwise and hints that a common bias might be skewing perceptions.
Old distinctions between developed and emerging market bonds no longer hold true. At a time where true diversification matters more than ever, this has big ramifications for the way that portfolios should be constructed.
As the July school holiday break nears, here are some investment classics to put onto your reading list. The books offer lessons in investment strategy, financial disasters, and mergers and acquisitions.