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2 July 2025
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Cheques and bank service, or the lack of, were major topics when I addressed a seniors’ group recently. The word had got out that the government was phasing out cheques, and many in the audience were feeling abandoned.
You may have spent years, and a significant amount of money, making your current home your 'forever home' so thinking about downsizing can be hard. This is a guide to help you make an informed downsizing decision.
As the life expectancy of most Australians continues to rise, many indigenous people are lagging behind. A recent court case on early access to pensions highlights the need to create conditions for equal lifespans for all.
Interest rates are up again, with promises of more to come, but a major story is being glossed over in all the reporting. Large institutions have a feeding frenzy when people become vulnerable or get into trouble.
Until recently, there have been two major forms of retirement income streams available: account-based pensions and lifetime annuities. AMP may have broken new ground with a product that combines both streams.
Few people have been closer to superannuation policy over the years than Noel Whittaker, especially when he established his eponymous financial planning business. He takes us on a quick guided tour.
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.