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Maintaining diversification, managing risk, and enhancing long-term returns Multi-asset portfolios are designed to provide diversification by spreading investments across various asset classes to reduce risk. Over time, however, some asset classes may become overweighted (or underweighted), potentially reducing a portfolio’s overall diversification. For example, if equities perform exceptionally well, a portfolio that was initially well-diversified...Read More

With more than 947,000 trusts operating across Australia, it’s no surprise the ATO continues to keep a close eye on how these structures are managed. Trusts remain central to many wealth and succession plans, but their complexity means they also attract compliance scrutiny.i Closer attention to how trust structures are now being used is part...Read More

Volatility indexes are a barometer for where share markets may be heading It should come as no surprise that there isn’t an accurate way to foretell what share markets will do from one day to the next. Yet, while there is no share market crystal ball as such, there are dozens of market indexes globally...Read More

By doing a few calculations you can easily see if your portfolio is still on track. If you’re someone who likes a good balance in your investing life, now may be a good time to do some calculations. It’s not something you must do, but doing so may give you some extra peace of mind...Read More

Investors have faced a wild ride in 2025. The excitement may not be over. Equity and fixed income markets took less than a month to recover after U.S. tariff announcements in early April sent them reeling, giving investors a valuable opportunity to reexamine their relationship with risk. A healthy relationship with risk starts with understanding...Read More

Bonds are not usually the flashy upstarts of the investment world with their every move reported, like stocks. But the Trump Administration’s extraordinary refashioning of world trade, with on-again off-again tariffs of eye watering amounts, has put bond markets in a similar position to share markets – in turmoil. So, with the bond markets attracting...Read More

The inheritance wave is building but most people are unprepared for the ride Transfers of accumulated wealth from one generation to the next are part and parcel of everyday life. But the next 20 to 30 years will see the biggest intergenerational wealth handover in history. According to estimates made by the Productivity Commission in...Read More

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June. Even depositing a small amount of extra money into your super account before 30 June this year could make a big difference to your overall retirement balance over the longer...Read More

Here’s what a zombie company is and why they can be a detractor to your returns Australian Securities Exchange (ASX) data shows more than three dozen companies have been delisted from the Australian share market so far this year. The majority of those delistings have been voluntary, at a company’s request. But the remainder have...Read More

Staying the course is sage advice for long-term investors anxious about market volatility — and for good reason By looking at how markets have performed over time, we can put current events into context and appreciate the benefits of a long-term and well diversified investing strategy. The following three charts highlight the importance of staying...Read More