Financy Women’s Index cuts through pay noise

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The Financy Women’s Index shows why we need to focus on data facts as we press for change on gender pay. The release of the latest Financy Women’s Index received increased media... Read more continue reading

1 November law change: new intestacy laws grant automatic inheritance to surviving partners  

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A significant change to an almost 60-year-old Victorian inheritance law is about to take effect. Partners will no longer share the inheritance (on the passing of a partner) with their... Read more continue reading

Intergenerational Advice Part 1: the opportunity worth chasing

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Like most developed countries, Australia is facing the challenge of an ageing population. It is estimated that by 2020 there will be more 65 year olds than one year olds... Read more continue reading

Household debt reaches the highest highs: are your clients covered?

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The decision by the Reserve Bank to leave the cash rate on hold for the eleventh month in a row has surprised few. Even more unsurprising may be the news... Read more continue reading

Young family is $240,000 better off with financial advice

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In a new report by one of Australia’s biggest super funds, Sunsuper has found that financial advice could help a young family enjoy more lifestyle choices and be $240,000 better... Read more continue reading

Breaking down inequality: the different sex debate

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The equality theme is highly topical in our society today. Australians will soon learn the outcome of a postal vote on same sex marriage. Leaving out the politics, the ‘postal... Read more continue reading

Intergenerational Advice Part 2: building your tribe

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In the first part in this Intergenerational Advice series, we looked at the threat of not having an intergenerational advice strategy – not just for advisers but also for clients,... Read more continue reading

Active Aussies most likely to keep finances in shape

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A new study by AMP, a leading financial services organisation, has found Aussies who play sports regularly are 64 per cent more likely to achieve the majority of their financial... Read more continue reading

Five good habits to build wealth

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According to the Reserve Bank of Australia, the average Australian earns $1,164 per week or $60,528 per year. Then, the average Australian saves 4.70% of their income or $2,844 per... Read more continue reading

Responsible investment continues to gain acceptance among investors

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There is a growing acceptance of responsible investment (RI) by millennials, women, affluent investors and institutions as the concept moves from being considered a niche and product-specific approach to one... Read more continue reading