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Many investors breathed a sigh of relief at having survived (and even thrived) the turbulent economic and political events of 2025. Super funds posted strong double-digit returns for the 2024-2025 financial year. Australia recorded modest economic growth, while inflation cooled a little throughout the year – albeit with a slight uptick at year’s end –...Read More
Your money, your priorities
January 27, 2026Financial Planning
Investing may be all about the numbers – growth, returns and risk – to build a secure future but increasingly investors are interested in an even more meaningful approach. Four out of five respondents to a 2024 survey wanted their investments to have a positive impact in the world.i The survey, by the Responsible Investment...Read More
It’s the season for gifts, sharing meals and spreading cheer. But what if your festive generosity could do more? What if it could ripple through generations, perhaps shaping futures and maybe reduce your tax bill? Giving isn’t just an act of kindness; it can also be a smart financial move. From helping loved ones today...Read More
Understanding Australian dividend franking credits
December 15, 2025Financial Planning
A simple guide for investors and pensioners Australia’s latest dividends stream was flowing strongly recently as many listed companies and exchange traded funds (ETFs) collectively paid out income returns directly to their investors. The bulk of those payments were the dividends that were declared in August during the latest company reporting season and related to...Read More
Divorce or separation is one of life’s major turning points, both personally and financially. For self-employed women, the financial impact often extends beyond the family home. Your superannuation is an important part of your long-term security and forms a key component of the asset settlement process. At MBA Financial Strategists, we understand that separating personal...Read More
Divorce or Separation is one of life’s most significant events. It often brings both challenges and opportunities – a time to reassess priorities, rebuild wealth and restore confidence in your financial future. At MBA Financial Strategists financial advisers such as Laura Drost work with people who are navigating life after separation. This summary outlines key...Read More
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s a number that’s predicted to grow more rapidly over the coming 20 years to $5.4 trillion, the report finds. Managing this flow of wealth to family groups, often complicated by...Read More
Australia has seen a dramatic transformation of retirement over the past 20 years, with more Australians delaying retirement than ever before, reshaping expectations for later life. This shift matters because it marks a fundamental change in how people transition out of the workforce — with important implications for financial security in later life. The decision...Read More
Cash reserves hit new records but avoid the traps
November 10, 2025Financial Planning
Why holding too much cash could burn a hole in your investment returns Monthly data just released by the Australian Prudential Regulation Authority (APRA) shows households across the nation are now holding record levels of cash. APRA’s data shows the amount of cash held in authorised deposit-taking institutions (ADI) such as banks and credit unions...Read More
What makes a smart investor? Australians are living longer and experiencing higher house-to-wage ratios. It makes good sense to consider how you can achieve a comfortable long term future. Our recent webinar on borrowing to invest brought together financial advice commentator Noel Whittaker, REA Group’s Chief Economist Nerida Conisbee and NAB Equity Head of Sales...Read More