Articles

Perspectives, tips, commentary, and insights from our team.

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Signals from the bond markets

Bond yields are rising globally as investors reassess inflation, interest rates and government debt. Here’s what that means for bond markets, investment portfolios and the broader economy.

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Why Transition to Retirement deserves a second look

A Transition to Retirement strategy can provide greater flexibility as you approach retirement, helping you balance income, work and superannuation savings without stopping work altogether.

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How to invest in the AI revolution without chasing every headline

AI is creating new investment opportunities, but the biggest winners may not be the companies grabbing today’s headlines.

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Colourful World Globe on Wooden Surface

Economic update video: September 2026

Discover the latest economic updates in our market movement and economic review video for September 2026.

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Mature couple in countryside hiking along path

Why superannuation is more relevant than ever in 2026

With a raft of superannuation changes taking effect from 1 July 2026, including higher contribution caps, Payday Super, and the Division 296 tax, now is a critical time for Australian investors to review their super strategy and make sure they’re not leaving tax advantages on the table.

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Sydney Harbour bridge with city skyline

Economic update video: July 2026

Discover the latest economic updates in our market movement and economic review video for July 2026.

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Flinders Street station Melbourne

Economic update video: June 2026

Discover the latest economic updates in our market movement and economic review video for June 2026.

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Completing tasks

Get prepared for June 30: Your EOFY checklist for 2026

With 30 June approaching fast, now is the time to review your super contributions, check your capital gains position, understand the new Division 296 tax, and make sure your tax return will hold up under ATO scrutiny.

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What does the 2026 federal budget mean for your finances?

The 2026–27 Federal Budget brings sweeping changes to tax, housing, superannuation and cost-of-living support that every Australian household and investor needs to understand.

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Adelaide Australia

Economic update video: May 2026

Discover the latest economic updates in our market movement and economic review video for May 2026.

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Economic update video: April 2026

Discover the latest economic updates in our market movement and economic review video for April 2026.

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Offshore Oil Rig and Container Ship at Sea

The Iran war and markets: Keeping perspective amid uncertainty

War in the Middle East has rattled global markets, pushed oil prices higher and revived recession fears. Here’s what it means for your investments and why discipline, not fear, should guide your next move.

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