Valentine’s Day for de facto and same sex couples: Get a Will

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Red roses and candlelit dinners may be the traditional way to celebrate Valentine’s Day, but a more useful way to demonstrate deep commitment to your partner is to talk about... Read more continue reading

Leveraged tops for customer satisfaction

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The Investment Trends 2015 Margin Lending Investor Report revealed that Leveraged was the highest rated margin lender in the industry for the Overall Client Satisfaction and number one for Net... Read more continue reading

Business confidence jumps to highest level in almost five years

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Business confidence has jumped to its highest level since March 2011, registering a net balance of +39, according to the latest Sensis Business Index (SBI) survey. The survey shows more... Read more continue reading

Searching for choice and flexibility in education savings

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Parents want choice, flexibility, and an assurance they won’t be locked into a pre-determined future when looking at options for saving for their children’s education, but not all options offer... Read more continue reading

Insurance bonds can avoid bequest trap

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An often overlooked investment can give parents in blended families certainty that their nominated beneficiaries will receive their bequest without challenges from disgruntled family members. An insurance on bond is... Read more continue reading

First home buyer level drops to 11-year low

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A reduction in the proportion of first-time home buyers in the market in November to its lowest level since June 2004 highlights the difficulty that many Australians face in buying... Read more continue reading

Aussies urged to manage a stable cash-flow this festive season

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More than 60 per cent of Aussies identify not having enough money to invest in retirement as the biggest barrier to retirement savings Only 30 per cent of Aussies feel... Read more continue reading

Australian household debt reaches record highs

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Average Australian household debt is four times what it was in 1988, rising from $60,000 to $245,000 after inflation, according to the latest AMP.NATSEM Income and Wealth report –Buy now,... Read more continue reading

Small Business Report supports the Findex/Crowe Horwath ‘trusted adviser’ approach

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The recently released Small Business Research Report prepared by research house BStar for the SMSF Association reinforces the new business model announced last month by Findex, the largest provider of... Read more continue reading

Investors pull back sharply from property investment

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Amanda Watt Australian investors are finally pulling back from pouring money into property, with new official data highlighting a pullback in investor home loans, which could help to take pressure... Read more continue reading