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Artificial Intelligence (AI): what does it mean for investing?

AI is revolutionising the world of investing in ways previously unimaginable. Technological advancements have continuously reshaped the way we invest and manage our money. One such example that has been gaining significant traction and attracting a large amount of attention …

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A guide to active and passive investing

Investment funds can be broadly split into two categories – active and passive. And while both options play a part in an investment portfolio, it’s important to understand how each works before allocating money to them. Basics of passive investing …

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Will I pay tax on my super when I retire?

Tax is often the last thing on our minds when we’re planning for retirement but it’s important to understand how your retirement income will be taxed, so you can make the most of your savings. The good news is that …

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Why you need insurance and what are your options

We don’t need insurance until we do. Protecting your wellbeing and your wallet “Do I really need this insurance?” It’s probably a question you’ve asked at some point when deciding whether to part with your money. But maybe the real …

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What are some investment options outside of super?

When it comes to investing, you have two options – inside or outside of super. Super, being a longer term investment designed to fund your retirement, comes with a number of advantages such as being lightly taxed (which can mean, …

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Tax time checklist for property investors

In Australia, investing in real estate isn’t the preserve of a wealthy elite. The nation’s 2.24 million property investors, owning a collective 3.25 million homes1, are everyday Australians – skilled tradies, small business owners and professionals. If you’re a property …

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How to protect yourself from super scams

Super and investment scams target your personal wealth by convincing you to invest in fake schemes and companies. A super scam is when someone tries to access your super and withdraw your money. An investment scam is when someone tries …

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Super and tax – what’s changing on 1 July 2024

They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come the end of financial year, the rules around superannuation and taxation will inevitably change. It …

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