Fund returns roll on toward strong full year result

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Returns bounced back in November following the subdued October return, led by the strong performance of international shares, particularly in the US, following the outcome of the US presidential election.... Read more continue reading

Private credit market to grow in 2025 as investors seek yield and shelter from equity risk

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The Australian private credit market is poised to reach new heights in 2025, offering investors attractive yields and resilience amidst a backdrop of global economic uncertainty and more volatile share... Read more continue reading

Institutions say 2025 will be the year that valuations matter

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Australian institutional investors’ top portfolio concerns for 2025 are inflation (55%), volatility (45%), and valuations (36%), with more than three quarters (77%) of institutions believing 2025 will be the year that... Read more continue reading

Busting two popular myths about the Australian property market

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Australian real estate is the quintessential “barbecue stopper”, especially if there are multi-generations attending. In a cost-of-living crisis the discussion has only been heating up. But we believe that many... Read more continue reading

A deep dive into Listed Private Equity Investments

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Private equity (PE) is ownership of, or interest in, a corporate entity that’s generally not publicly listed or traded, although PE is increasingly backing listed companies where there are opportunities... Read more continue reading

Global dividends play an important role in portfolio income

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With the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips –... Read more continue reading

Private credit market to grow in 2025 as investors seek yield

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The Australian private credit market is positioned for continued growth in 2025, driven by robust demand and the attractive yields it is offering investors. Rising volatility stemming from the US... Read more continue reading

Tax and Trusts

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Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of... Read more continue reading

Adviser expertise – the value of advice (part three)

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The value of financial advice isn’t always easy to measure. While helping clients grow their wealth is certainly important, the true value extends beyond financial returns. This article, sponsored by... Read more continue reading

HESTA welcomes Objective of Super passage

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The passage of the Superannuation (Objective) Bill 2023 is an important milestone in the continued development of Australia’s world-leading retirement system. With our more than one million HESTA members in... Read more continue reading