Myth busted! Baby Boomers no longer own the bulk of housing wealth in Australia. We reveal who does, and how you could get started in the property market. As many Baby Boomers (those born between 1946 and 1964) start to enjoy their retirements, they are passing the baton of property ownership over to the next generation. A new report by KPMG reveals that Gen X (born 1965-1980) now holds more property-based wealth than any other generation. Not to be outdone, Millennials (1981-1996) are also making a strong start in property wealth. Let’s take a look at what’s happening, and how much property wealth each generation has accumulated to date.

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For many of us, giving back is important, but figuring out the best way to make a lasting impact can be tricky. That’s where a Private Ancillary Fund, or PAF, can help. A PAF is a type of charitable fund that lets you plan your giving in a personalised, structured way while keeping control over how and when your donations are made.

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Retirement is a milestone many of us look forward to. A time to relax, travel, pursue hobbies, and spend meaningful time with loved ones. But to truly enjoy this phase of life, good financial planning is essential. So how much do you really need to live a comfortable retirement? The answer depends on your lifestyle goals, anticipated expenses, expected income sources, and how early you start planning, especially with professional guidance.

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Bad news for mortgage holders around the country: the Reserve Bank of Australia (RBA) raised the cash rate by 25 basis points to 3.85%. Today we’ll look at why it did so, and how this rate hike could impact your monthly mortgage repayments.

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When establishing a trust, one of the most important decisions is choosing who will act as trustee. The trustee controls the trust’s assets and is legally responsible for ensuring the trust operates in accordance with its deed and relevant laws.

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Cryptocurrency continues to attract investor interest, particularly during periods of strong performance and heightened media attention. While digital assets can offer diversification opportunities, they also come with unique risks that investors need to understand before allocating capital.

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As businesses grow, financial management becomes more complex. While bookkeeping and compliance are essential, many business owners reach a point where they need deeper financial insight and strategic guidance — without the cost of a full-time Chief Financial Officer (CFO). That’s where a Virtual CFO (vCFO) can add real value. A vCFO provides high-level financial expertise on a flexible, cost-effective basis. If you’re unsure whether the time is right, here are five key signs your business may be ready.

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What a way to start the new year! After a strong 12 months in the property market, plenty of homeowners around the nation are now a whole lot wealthier. And their newfound increase in home equity has opened up some exciting possibilities for 2026.

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Global markets ended 2025 strongly, led by Europe, Japan and emerging markets as easing inflation, rate cuts and AI optimism supported returns. US shares recovered from earlier volatility and commodities were mixed. Australian markets rose in December but lagged globally, weighed down by weak earnings growth, persistent inflation and rising interest rate expectations, despite support from banks and resource stocks.

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