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27 June 2026
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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.
Governments borrowing for roads, infrastructure and items that have a long-term payback is good debt, but cash handouts for the sole purpose of getting the government back into power is 'bad' debt.
A new market regime is exposing the fragility of static hedges. With correlations shifting and safe havens flipping, investors must rethink diversification and adopt more adaptive tools to protect capital.
The Australian credit landscape is shifting. Yields are rising, issuance is strong and spreads continue to tighten. Income is re‑emerging as the dominant driver of returns, though pockets of risk may be building beneath the surface.
Australia's once‑dominant sharemarket is losing ground as others surge ahead, prompting investors to question home‑bias instincts. Meanwhile, the US market appears attractive. Is it time to revisit your global equity allocation?
Markets continue to push onwards despite valuations looking stretched by historical standards. Bubble talk is rampant, however investors may be focusing on the wrong thing. The real story sits deeper than the headlines.
Raising the GST when inflation jumps sounds clever on paper, until we examine how it may play out in practice. What is pitched as a simple inflation fix can lead to a sharp turn in the wrong direction for prices.
SpaceX’s blockbuster debut is grabbing headlines, but the real story for Australian investors is much quieter. Giant listings eventually filter into super funds and ETFs, subtly reshaping portfolios long before most realise.
The government’s assurances on small‑business concessions don’t withstand the scrutiny. Token carve‑outs and a lack of credible rationale for CGT changes may reshape how Australia rewards long‑term value creation.