Insights

What five years’ worth of SMSF asset allocation data reveals. The Australian Tax Office (ATO) releases quarterly data showing where self-managed superannuation funds (SMSFs) are

Tax deductions on charity donations Donating to charitable organisations helps make a positive impact on society and can also offer tax benefits. In Australia, engaging

Returns for the global 60/40 portfolio are positive again, reaffirming its benefits. A globally diversified portfolio of 60% stocks and 40% bonds declined by about

There is no debate that Australians love investing in property. The value of Australian residential real estate at the end of August 2024 was an

Online shopping can be a convenient way to buy the things you want. Get the most out of internet shopping by staying safe online. How

An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel or an urgent medical bill.

Retirement planning in your 50s Retirement planning is one of those things that often gets pushed to the back burner. When you’re young, it’s easy

There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many Australians have a strong fear

Records you need to keep When you sell your shares in companies or units in managed funds, most of the records you need will be

Future investment returns are unknown, but past returns are a guide for retirement.  If you’re a member of a superannuation fund, for all intents and

If you’re struggling to pay your bills, a new credit card may not be the best move. See managing debt for other options. How to get the

Embracing the concept of work-life balance In the digital age, where connectivity is constant, achieving a healthy work-life balance has become more challenging than ever.