An increasingly common conversation we have with clients is how to introduce children or grandchildren to investing. It is a valuable discussion to have, as developing financial awareness and discipline…
Two parents anticipate leaving an estate worth around $7 million to their children. This includes the family home, superannuation balances, and a modest portfolio of listed shares. Like many parents,…
When looking back over the past three decades, one clear message stands out: investors who did not hold U.S. shares have missed a major opportunity for wealth creation. The S&P…
The Reserve Bank of Australia (RBA) has reduced the official cash rate by 0.25%, bringing it down from 3.85% to 3.60%. This move follows the RBA’s decision to hold rates…
Private credit—once the preserve of high-net-worth investors with a strong appetite for risk—has entered the mainstream investment conversation. Globally, the sector has grown to around US$1.7 trillion (A$2.6 trillion) in…
For years, self-managed super fund (SMSF) trustees have relied on informal or conservative property valuations—often from local real estate agents or council land assessments—purely to meet compliance requirements. But with…
After watching your superannuation balance gradually build over time, crossing milestones like $400,000 can feel like a significant moment. It often prompts a common question we hear from clients: "Should…
A fundamental shift is underway in the $US2.1 trillion bitcoin market—one that may permanently reshape how investors view this once-speculative asset. Bitcoin, long regarded as a volatile and fringe holding…
Uranium and nuclear power prompt a wide range of responses. For some, the topic recalls pop culture portrayals such as The Simpsons, while for others, it evokes the serious historical…
In 2025, while the most discussed opportunities in artificial intelligence (AI) may lie with companies building the infrastructure, such as semiconductors or data centres, the businesses integrating AI into…