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Articles, tips, commentary, and news from our team.

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Woman sitting at a table staring at a piggy back and wondering about investing

A Smarter Way to Respond to Super Volatility

This article highlights some of the key super issues (excluding investment markets) that should be at the forefront in these volatile times, and also covers salary sacrifice to cash, and life insurance through super.

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Financial Planning for Digital Nomads and Remote Workers

Are you currently a remote worker or digital nomad? Or are you considering becoming one?
This article will explain some of the tax, income structure, superannuation, banking, cash flow, insurance and investment issues you may face, and how to adjust your financial planning to meet them.

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Are Offset Accounts Always the Best Option for Home Loans?

Not sure whether an offset account is the best choice for your mortgage structure? The details provided in this article will help you decide.

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How Much Cash Should You Hold vs Invest? What’s the Right Mix?

Wondering whether you have the ideal ratio of cash to other investments in your portfolio. This article will help you to distinguish between emergency cash, cash investments and cash equivalents, as well as discussing cash ratios applicable to different life stages.

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Quarterly Economic Update: October – December 2025

Our latest quarterly economic update includes commentary on the US attack on Venezuela, Christmas retail performance, interest rate outlook, equity markets, fuel prices, Trump’s tariff policies and the weak US dollar.

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How to Inflation-Proof Your Household Budget in 2026

With living costs remaining high, this article outlines practical ways households can manage expenses, build buffers, and stay financially resilient in 2026 without extreme cutbacks.

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Your 10-Step Personal Financial Audit Checklist

A personal financial audit is a practical way to take stock of where you’re at and where you’d like to be financially. This simple 10-step checklist helps you review your current position, identify opportunities for improvement, and set clear goals for the future.

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How to Balance Your Superannuation Investment Settings

Have you checked your superannuation investment settings recently? This article explains why you should do so, and how your personal financial circumstances should affect your choices.

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Help Your Kids Buy a Home Without Risking Retirement

Many Australian parents want to give their children a hand into the property market. This article will explain five options for supporting your kids’ homeownership goals without risking your own financial security.

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The Safer Way to Tap and Pay

Discover whether digital wallets or credit cards offer better protection in Australia, including security, fraud and ePayments Code coverage.

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Setting SMART Financial Goals That Actually Stick

SMART financial goals will help you to persist in your plans to build financial security. This article explains what the SMART acronym means, and gives examples of how you can use it in your personal financial journey.

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Quarterly Economic Update: July – September 2025

Our latest quarterly economic update includes commentary on the gold and oil price and its implications to Australia’s economy, the US and Australian outlook on rates, an analysis of share prices and key events that may be relevant to the market and economy.

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