SMART Life - Issue 17 - Winter 2024

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SMART Life - Issue 17 - Winter 2024

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Considering an offshore retirement? Four things to do before you go.

Australia has become an expensive place to live, so it’s not surprising that the lure to retire at an idyllic, low-cost, offshore location is getting a lot of attention. We discuss the pros and cons.

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Why the push for companies to do the right thing is good for Australian share market investors.

As tensions between Australia’s largest companies, their customers, and the federal government flare, companies such as Woolworths, AMP, and Qantas are placing a higher priority on measuring their community reputation.

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Mastering your retirement: Is an SMSF the ultimate retirement strategy for you?

A Self-Managed Super Fund (SMSF) is a type of superannuation fund that gives members greater control over their retirement savings. Unlike traditional super funds, where investment decisions are made by professional fund managers, members of an SMSF act as trustees and are responsible for managing the fund’s investments and compliance obligations.

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Financial advice is all about helping you to live your best life.

We can help you budget, build wealth and make sure your income is covered adequately to avoid stress and live a life you love.


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4 Jun

SMART Life - Issue 21 - Winter 2025

The investment market volatility that kicked off in March 2025 has felt like a punch, particularly for those in or nearing retirement.


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4 Jun

Market Wrap - April 2025

Global markets whipsawed following the “Liberation Day” tariff announcements on April 2, and subsequent developments throughout the month. Volatility was rife and trading volumes were robust.


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20 Feb

Market Wrap - January 2025

The November CPI print showed that monthly trimmed mean inflation decelerated from 3.5% to 3.2%. While services and housing inflation continued the downward trend, electricity prices surprised to the upside after various subsidies came off.


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