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Global markets saw a shift away from US tech into value and defensive sectors, with mixed equity performance and strong gains in infrastructure and property. Emerging markets outperformed, while commodities were volatile amid geopolitical tensions. Australian markets outperformed, led by banks and resources. Economic strength and persistent inflation supported the AUD and raised expectations of further interest rate increases.
Read MoreIf you’re drawing a superannuation pension, you’re required to take out a minimum amount each financial year. These rules exist to make sure super is actually used for retirement income—not left sitting in the fund indefinitely. Meeting this requirement isn’t just a box‑ticking exercise. For many retirees, it’s essential to keeping valuable tax concessions.
Read MoreWho wouldn’t want to save on home loan interest and pay off their mortgage faster? Homeowners are increasingly turning to offset accounts to do just that. So today we’ll look into whether an offset account could benefit you.
Read MoreRecent research suggests that around 48% of Australians pass away without a valid will, meaning they die intestate. When this occurs, the law determines how their assets are distributed, rather than the individual’s own wishes.
While it may seem like something that can be dealt with later in life, dying without a will (or with an outdated or invalid one) can create significant complications for the loved ones left behind. Intestacy may result in delays, additional legal costs, and unnecessary stress during an already difficult time.
Read MoreTaking stock of your finances isn’t always exciting, but it’s more important than ever. Rising costs, shifting interest rates, and changing rules mean your current strategy may no longer fit your goals. A regular financial review helps you understand where you stand, identify potential adjustments, and ensure your plan continues to support your lifestyle and long-term objectives.
Read MoreSaving a deposit is only part of the equation. Your income ultimately determines your borrowing power. With required earnings varying widely across cities like Sydney and Melbourne, understanding what you need to earn and your available options is key to planning your path into the market.
Read MoreOwning a holiday home can be a wonderful lifestyle investment - a place to unwind, create memories, and potentially build long-term wealth. However, some owners may not be aware that the tax treatment of a holiday property is very different from their main residence.
Read MoreGlobal markets opened 2026 strongly, with broader equity leadership across emerging markets, small caps and commodities, while bond yields rose as the US Federal Reserve adopted a more neutral stance. In Australia, equities gained on resource strength, the RBA lifted rates to 3.85% amid persistent inflation, and the AUD strengthened on higher rates and firm commodity prices and widening yield differentials.
Read MoreBuying a business can be an exciting opportunity to step into ownership, expand your portfolio, or fast-track growth without starting from scratch. However, beneath the surface of a promising business can lie hidden risks that may significantly impact its value and future success. This is where thorough due diligence becomes essential.
Due diligence is the process of carefully investigating a business before committing to a purchase. It allows buyers to confirm that what they are buying matches what has been presented and to identify potential issues before they become costly problems.
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