When Australians are choosing to retire comes down to a range of factors. Vanguard’s 2024 How Australia Retires research found that nearly 50% of retirees have retired earlier than they would have thought. The average retirement age reported by retirees… Read More »Working longer or retiring earlier: Australia’s retirement reality
Our latest forecasts for the Australian economy and investment returns in 2024. GDP Growth Inflation Monetary policy United States 2% 2.9% 5.25%-5.5% Canada 1.25%-1.5% 2.1%-2.4% 4.25%-4.5% Mexico 1.75%-2.25% 3.7%-3.9% 9.75%-10.25% United Kingdom 0.7% 2.8% 4.75% Euro area 0.8%… Read More »Australia’s mid-year economic and investment outlook
Here are four basic retirement questions many people struggle to answer correctly. They are four fairly basic statements related to Australia’s retirement income system that every working and retired person should ideally be able to answer correctly as either true… Read More »Most Australians are failing the retirement test
Many Australians expect an inheritance, but their parents may have a different view. Around one in two Australians have received or expect to inherit money or property, either from their parents or others. That’s one of the key findings from… Read More »Spending your kids’ inheritance
A new financial year can bring a chance to reset and focus on your investment goals. For many, a new year brings new beginnings and a chance to reset and focus on what matters most. So, the imminent start to… Read More »New financial year, new you
Retirement is a milestone many look forward to, but it can also be scary. As you go from a structured work life to a more laid-back pace, you wonder how to make the most of this new chapter. In this… Read More »Love Your Retirement: A Guide to Thriving in Your 60s and Beyond
AI is at the forefront of a revolution that’s changing the world. In the financial services space, AI is big, making things more efficient, more capable and creating new opportunities. It’s also impacting the stock market with tech giants reaping… Read More »AI in Financial Services and Tech Stocks
Rather than worrying about day-to-day price movements, focus here instead. If you checked on the status of your investment portfolio today, don’t worry. You’re definitely not alone. In fact, you may have looked at how your various investment holdings are… Read More »Have you checked your portfolio today?
What the ATO is focusing on, and how to prepare for tax time. The Australian Tax Office (ATO) has flagged its key areas of focus for the 2023-24 tax year. The tax regulator will be using its increasingly sophisticated data-matching… Read More »Your end of financial year investments tax guide
Why the decision to keep deeming rates on hold may be a window for interest rates. In delivering the second reading of the Appropriation Bill (No. 1) 2024–25 last week, otherwise known as the latest federal budget, the Treasurer announced… Read More »Deeming freeze a win for Age Pensioners