Mortgage Pressure Is Rising. Here Are Practical Ways to Respond A higher mortgage repayment rarely arrives on its own. It often lands alongside rising fuel costs, higher grocery bills and a growing sense that the household budget has less room to move than it did a...
When War Hits Markets: What History Tells Us — and What You Should Do Now If you've opened your super statement recently, or glanced at market news over the past few weeks, you've probably felt a familiar unease. Petrol prices are climbing. The news cycle is...
[vc_video link='https://www.youtube.com/watch?v=SFgfV8eHkfk'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities inched further ahead in February with weakness in US equities (reflecting AI concerns) offset by solid gains in non-US markets. However, reflecting Australian dollar strength, global equities posted a small decline in...
AI at Home: How You Can Save Time and Money If life admin is starting to feel like a second job, you’re not imagining it. Between bills, school notices, meal planning, insurance renewals and endless “where did that receipt go?” moments, the mental load can be...
CGT Discount Changes: What a Cut Could Mean for Investors If you’ve built wealth by holding investments for the long term — whether that’s an investment property, a portfolio of shares, or managed funds — you’ve probably noticed the growing discussion about the capital gains tax...
[vc_video link='https://www.youtube.com/watch?v=g6UfShkCL8I'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global and local equities produced further positive returns in January, supported by a solid earnings outlook and still reasonably steady bond yields. However, a rising Australian dollar hurt global equity returns in unhedged AUD...
The Real Cost of Schooling in Australia — and Why Families Need a Plan If you’re feeling like “school costs” have quietly become a second mortgage, you’re not imagining it. Futurity Investment Group’s Cost of Education Index modelling for children starting school in 2026 estimates the total...
Inheriting Wealth: What to Do Next An Australian guide to handling an inheritance across cash, shares and property — including the key tax issues to watch and a practical plan for what to do next. Receiving an inheritance can be emotional and overwhelming. Alongside grief and family...
2026 Market Outlook: Expect a Bumpier Ride — But Not Necessarily a Bad One After three strong years for diversified investors, 2026 is shaping up as a “normal” year again: positive returns are still plausible, but they’re likely to come with larger drawdowns, louder headlines, and...
Outlook for 2026 and Beyond: What We’ve Learned and What Matters Next As we reflect on 2026, one thing is clear: this has not been a “normal” market cycle. Instead, it has been shaped by a small number of powerful forces that have dominated returns, challenged...