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14 October 2026
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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.
From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.
The US market looks eerily similar to the dot-com era with soaring AI spending and tech giants dominating returns. But one difference separates today’s boom from the dot-com bubble and it could determine what happens next.
Trusts are facing a shake-up, but an overhaul may not be necessary. Families can explore restructuring strategies that preserve succession and the asset protection benefits that have made these structures valuable.
War, inflation and higher rates were expected to derail America. But has the market got it wrong? Three forces are driving the economy beyond expectations, revealing implications for stock prices and portfolio positioning.
Everyone talks about diversifying assets. Far fewer think about diversifying trust. As inflation, debt and market assumptions collide, the question is whether portfolios need greater protection from unexpected outcomes.
Seven months into retirement, I'm still uncovering surprises. This month was spent reflecting on the slow pace of health change, the myth of neatly scheduled part-time work and the unexpected persistence of retirement guilt.
The next chapter of technology may not belong to the companies or business models many expect. As the landscape shifts, some opportunities are emerging in places that remain surprisingly overlooked by global markets.