Articles

AI and the Future of Advice

AUSTRALIAN RETIREMENT TRUST 2025 ROAD SHOW REPORT AI, PORTFOLIO STRATEGY & THE FUTURE OF INVESTING By Bruce Apted Head of Portfolio Management, Presented at The Establishment, Sydney – April 9, 2025   ...

Posted in Articles at 15 April 25

Economic Insights

AUSTRALIAN RETIREMENT TRUST 2025 ROAD SHOW REPORT   ECONOMIC INSIGHTS BY Brian Parker Chief Economist,  Presented at The Establishment, Sydney – April 9, 2025   “This Is Your First Rodeo” &n ...

Posted in Articles at 15 April 25

Private Assets and Portfolio Strength

  AUSTRALIAN RETIREMENT TRUST 2025 ROAD SHOW REPORT PRIVATE ASSETS AND THE FUTURE OF DIVERSIFICATION By Michael Weaver Head of Global Real Assets Presented at The Establishment, Sydney – April 9, 2025   🔍 W ...

Posted in Articles at 15 April 25

Why SMSF Trustees Must Act Now on Cybersecurity

Published: April 2025 | Reading time: 3 minutes   🔒 Your Self-Managed Super Fund May Be More Vulnerable Than You Think With over $1 trillion in SMSF assets and an aging member base, cybercriminals are increasingly targeting retirees ...

Posted in Articles at 11 April 25

Cracking the Code: What Self-Funded Retirees Need to Know About Aged Care Fee Changes in 2025

A major shift is coming to Australia’s aged care system, with the introduction of a new Aged Care Act set to take effect from July 1, 2025. This will mark the third major rewrite of aged care legislation since 1997, following significant reform ...

Posted in Articles at 24 March 25

Superannuation Contributions: Major Legislative Changes & How to Take Advantage

Over the past seven years, Australia’s superannuation landscape has undergone significant legislative reforms aimed at increasing flexibility, contribution limits, and retirement savings strategies. These changes have created opportunities for ...

Posted in Articles at 24 March 25

Navigating finances during divorce - 5 Key Financial Steps to Consider

Introduction  Ending a marriage or de facto relationship can be emotionally taxing and financially complex. Along with the emotional challenges, the legal and financial intricacies that accompany separation of asset’s are often overwhel ...

Posted in Articles at 01 October 23

The Power of Leveraging: A Journey from Financial Ignorance to Mastery

Money has always been considered a numbers game, an intricate dance of arithmetic and instincts. The most affluent figures we know didn't build their empires solely from savings; they leveraged others' money, minimizing costs, maximizing retu ...

Posted in Articles at 19 September 23

Getting Your Affairs in Order: Why It Matters and How to Start

  Life has a way of unfolding unpredictably. Moments of joy and sorrow, successes and failures, all intermingle to create a mosaic of experiences. Yet, amidst all these, there's an undeniable truth we often shy away from - the inevitabili ...

Posted in Articles at 19 September 23