Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher,
What five years’ worth of SMSF asset allocation data reveals. The Australian Tax Office (ATO) releases quarterly data showing where self-managed superannuation funds (SMSFs) are
Retirement means different things to everyone. It may be a definite point in time when you stop work, and begin a new phase of life.
Making extra contributions into super can go a long way. Here’s some easy steps. Each year, October 31 is designated as World Savings Day. In
Consider the expenses involved in refinancing If you’re debating whether to refinance your home loan, you need to think about whether the benefits of switching
A property scheme allows you to buy ‘units’ in an investment run by an investment manager. Understand how listed and unlisted property schemes work. Weigh
Interest rates are officially on hold, but unofficially they’re not. Don’t expect an official rate cut anytime soon. That was the latest message from the
Online shopping can be a convenient way to buy the things you want. Get the most out of internet shopping by staying safe online. How
Term deposits let you invest for a set amount of time and get a fixed interest rate. They can be useful when saving for bigger
Returns for the global 60/40 portfolio are positive again, reaffirming its benefits. A globally diversified portfolio of 60% stocks and 40% bonds declined by about
Why high-quality bonds are a logical alternative to hybrid securities. Some of the biggest changes on financial markets that are likely to have a profound
The SBSCH service will be closed from 1 July 2026 The recent government announcement provided more detail about the implementation of Payday Super. As part of
Be There Financial Planners ABN 1234 457 8910 trading as ?????? is an Authorised Representative of ?????
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
