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 Apr

SMART Market Wrap - February 2024

Investors maintained a healthy appetite for risk in February, encouraged by a generally favourable set of financial results from listed companies in the US and Europe.Headline inflation remained at an annual rate of 3.4% in January, still above the central bank’s target range.


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2 Apr

SMART Life - Issue 16 - Autumn 2024

Things to consider before investing in multigenerational living. What do rising geopolitical tensions mean for investment markets? This and more in Issue 16 of SMART Life.


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21 Feb

Market Wrap - January 2024

A rally in the second half of the month helped global share markets generate solid gains in January, extending the rally from November and December.


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