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28 February 2026
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Annuities now come in different structures, overcoming many of the past objections. Despite low interest rates, they have become more popular with senior investors based on cash flow, social security and tax needs.
For younger people who are yet to build their superannuation to a decent size, death and TPD insurance cover within super can make a huge difference if they are in need of disability care.
We often hear of parents providing financial assistance to their adult children, whether its buying a house, paying for education or gifting a car. But what tax-effective options are available when the situation is reversed?
Seniors entering a new relationship want to enjoy their late-life happiness, but some may also worry about how the new arrangement will affect their income and estate planning. There are many options to consider.
Is it paranoia, or are the goal posts always changing for Generation X? Read the musings of a disgruntled Gen-Xer, lifting the lid on our government's secret plan to thwart her kind at every turn.
There are many investment options for children beyond a savings account, but the merits of each are different for everyone. Here's some guidance for parents of both younger and older kids.
An ‘affordability’ scheme making the county more vulnerable to economic shocks and contributing to the deteriorating financial situation of everyday Australians.
Relatively boring, unglamorous, defensive stocks like Kroger and Allstate have quietly outperformed gilded tech giants, offering steady growth, visibility, and resilient returns in a market captivated by AI and flashier industries.
The Reserve Bank continues to face criticism from all sides. A reminder of the RBA's mandate and a review of their track record in maintaining price stability since the early 1990s.
As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage for high returns, uncomfortably echoing pre‑GFC behaviours. Investors need to be careful to understand the true risk‑return trade‑off.
Australia needs a major shift in longevity awareness, attitudes and behaviour if, as a community, we are to reap the benefits of increasing longevity. Adopting a national strategy is well overdue.
The sector is positioned to benefit from defensive and resilient income streams supported by embedded rental increase opportunities.
There is a laundry list of government schemes to help Australian's struggling with housing affordability. Savvy buyers should take advantage to break into the property market.