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Financial News

The cost of a ‘modest’ retirement up 33% in past 10 years

The latest data from The Association of Superannuation Funds of Australia (ASFA) suggests retiring Australians will need 33 per cent more income per year for a “modest” retirement compared to …

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Warning: New rules mean you now aren’t allowed to contribute as much to superannuation

Changes to the superannuation rules in effect for the 2017/18 financial year are designed to further limit the amount of money Australians can contribute to, and keep in, the tax …

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Your business’ financial wellbeing checklist

Find out if you need help with business estate planning, insurance, or business loans in this quick questionnaire. Business Estate Planning Do you need business estate planning advice? You will if you …

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Global economies continue to strengthen, in spite of geopolitical issues

By Jeff Mitchell, Head of Investment Research, Australian Unity Personal Financial Services The first six months of this year have seen further geopolitical events and apparent increases in terrorist attacks, …

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Australians say advice critical to achieving retirement goals: Survey

New research shows a majority of Australians aged 40+ believe they need professional financial advice to reach their retirement goals*. Find out more: https://goo.gl/ZvRPxU

Investment Update Webinar March 2017

What is the long term outlook for Australian shares? Free webinar (4:12 mins) here: https://goo.gl/bq9XIz

What can you expect from investment markets in 2017?

By Jeff Mitchell, Head of Investment Research, Australian Unity Personal Financial Services This year has started well for many investment markets, and builds on the strong finish to 2016. Having …

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How will the rise in geopolitical risk affect your investment portfolio?

Geopolitical risk has gone up a little this year, but not enough to change investment strategy or our long term forecasts. By Tim Farrelly – CEO of Farrelly’s, and asset …

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Survey: Financial advice boosts confidence in retirement

77% Seventy-seven percent of Australian pre-retirees who haven’t enlisted the help of financial professionals don’t feel prepared for retirement, according to a recent survey by MLC*. 2x But Australians engaging …

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What’s Driving Voter Resentment in the US and Europe?

By Cindy L. Sweeting, Director of Portfolio Management, Templeton Global Equity Group (Reproduced with permission) Across the world, there has been a surge in support for populist causes and politicians, …

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Which countries’ sharemarkets are most likely to benefit from the economic recovery?

By Jeff Mitchell, Head of Investment Research, Australian Unity Personal Financial Services Strengthening Australian economy In Australia, the reporting season was mostly in line with market expectations and some solid …

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Trump v Clinton: who will be better for the US sharemarket?

By Fidelity International (Reproduced with permission) US voters are about to decide the 45th President of the United States by choosing between Republican nominee, Donald Trump, or Democrat nominee, Hillary …

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Investment markets update

Investment markets update – view short video here: https://goo.gl/4K7CvQ

How long will your savings last in retirement?

Try our ‘Money Life Calculator’ to read more click following link http://goo.gl/pFh8nW

The global share market volatility continues, but so does a gradual recovery

A stunning Brexit referendum result, Australian election uncertainty and increased tension in the Middle East are the most recent drivers of volatility in our markets. Previous concerns about slower growth …

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What level of return should we accept from shares?

When we look at historical returns, we find that over very long periods of time, in a variety of countries, shares have generally produced returns of around 2 – 5% …

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Superannuation year-end planning for 2015/16 – how do the Federal Budget proposals change your intent to contribute prior to 1 July 2016?

Understanding what you could do before and after 30 June 2016 can provide the icing on the tax cake for employees, investors and those in small business. Such things as …

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Notes on Scary Markets From Your Sketch-Wielding Drill Sergeant

I want to talk to you about scary markets. For the sake of this particular subject, I want to be blunt and a little bit in your face. So for …

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The advantages of renting over home ownership

A few years ago I conducted some research for a book I was writing and was surprised to discover that the top two things we want from our money are …

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Why ‘short-termism’ is hard-wired in investors (and why it’s bad for their wealth)

At the start of a new year, investors tend to ponder the prospects for the subsequent 12 months. It says something of how short term the focus in markets has …

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Federal Budget 2016: An economic plan, not just another budget …

A pre-election budget is not usually the forum to announce unpopular measures to the voting public and the Treasurer did not disappoint; with a budget that did not target social …

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Global economic outlook points to a sustained recovery in share markets

Investors have experienced continued volatility in share markets this year, with some media articles urging investors to ‘sell everything’ only worsening the situation. Nonetheless, economic data has remained largely positive …

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The outlook for the Australian sharemarket is positive, despite the current bout of volatility.

Free webinar (6 mins): what’s causing a lot of the sharemarket volatility at the moment? You can view the webinar (you need sound) by clicking on this link. http://goo.gl/6RVzwj

What’s the secret to reducing investment volatility?

What is a Diversified Portfolio? A diversified portfolio invests in each of the major asset classes, in proportions that suit the risk & return profile of the investor. The major …

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Consumers warned about cold calling scam impersonating ASIC and other government departments

Australian Securities and Investments Commission (ASIC) – Australia’s corporate, markets and financial services regulator – urges consumers to be wary of cold callers claiming to represent ASIC or other government …

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Here’s how a tiny 0.63% p.a. may save you an incredible $85,216 on your mortgage

Here’s an example of why it may pay to find a lower interest rate on your home loan. For the sake of this example, let’s assume that the rate offered …

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$A tipped to fall below 90 US cents soon

THE Australian dollar this week could well fall below 90 US cents for the first time in almost three years as healthy US jobs data boosts the greenback. t 0700 …

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One third of Aussies have no savings

Almost one in five Australians would struggle to come up with $1,000 to cover an emergency expense, while one in three people live from paycheck to paycheck, spending everything they …

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Dividends on top of income tree

Dividend growth over the past 10 years. INCOME is king in our post-GFC world, and king of the kings at the moment is dividends from shares. Attractive tax benefits, better …

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10 brilliant quotes from Warren Buffett – the world’s greatest investor

WHEN the world’s richest investor speaks, people listen. Warren Buffett, an 82-year-old American worth about $44 billion and nicknamed the “Oracle of Omaha”, is the most quoted investor on the …

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Five financial resolutions for 2013

Get your finances on track in 2013, with five New Year’s resolutions you can keep. The start of a brand new year is a great time to take control of …

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Escaping the investment rut

  Whether you’re a long–term investor or just starting out, it can be easy to fall into an investment rut. With all the things going on in our lives, keeping …

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Asian markets mixed

ASIAN markets were mixed on Monday as investors awaited the outcome of a meeting later in the day aimed at finalising a bailout deal for Greece, amid a simmering budgetary …

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Aust bonds higher

AUSTRALIAN bond futures prices are higher following weakness on global equity markets overnight. UBS interest rate strategist Matthew Johnson said bond futures prices rallied overnight while stock markets in the …

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IMF to evaluate Italian financial sector

THE International Monetary Fund will evaluate Italy’s financial sector next year as part of oversight of countries considered linchpins of the global economy, an IMF spokeswoman says. “The IMF will …

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NAB chairman calls for productivity

AUSTRALIA will find it difficult to achieve meaningful economic growth without boosting productivity through micro-economic reform, National Australia Bank chairman Michael Chaney says. Mr Chaney, who also chairs Woodside Petroleum, …

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Stocks to watch at noon on Tuesday

STOCKS to watch on the Australian stock exchange at noon on Tuesday: BKW – BRICKWORKS LTD – up seven cents, or 0.62 per cent, at $11.28 Bricks and masonry maker …

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