Key points – The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and
Welcome to our final newsletter for 2024 In our first article, we explain why Australians need a little nudge when it comes to making additional
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many
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
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
