Summary In this month’s update, we look at the key economic developments in Australia and around the world. Content In this month’s update, we look at the key economic developments in Australia and around the world. Key Points: Long dated Government Bond yields surge higher. Higher oil prices resulting from Iran war leading to higher inflation globally. Federal Reserve reacts to higher oil prices and stronger economic data, increasing interest rates by 0.25%. The RBA similarl

Summary Superannuation is one of the most effective ways to build wealth for retirement, and recent changes to the rules mean it's a good time to review your strategy. Content Superannuation is one of the most effective ways to build wealth for retirement, and recent changes to the rules mean it's a good time to review your strategy. Whether retirement is just around the corner or still years away, understanding these changes can help you make the most of your super and avoid

Summary Over the past few years, many Australians have felt the impact of rising interest rates. Content Over the past few years, many Australians have felt the impact of rising interest rates. Higher mortgage repayments, increased living costs and ongoing inflation have placed pressure on household budgets. While everyone's situation is different, it's a good time to review your financial plan and ensure it still aligns with your goals. What Do Higher Interest Rates Mean f

Summary Over the coming decades, Australians are expected to pass significant wealth to the next generation through inheritances, gifts and family assets. Content Over the coming decades, Australians are expected to pass significant wealth to the next generation through inheritances, gifts and family assets. While much attention is often given to the financial side of this transition, one of the most important elements is often overlooked: communication. For many families, co

Summary A summary of the Budget changes that could affect your financial plans. Content A summary of the Budget changes that could affect your financial plans. Federal Treasurer Jim Chalmers has handed down the 2026–27 Budget, with a strong focus on housing affordability, tax changes and cost-of-living pressure. This article addresses key announcements and highlights why it may be worth reviewing your financial position. Overview The Budget comes at a time of higher living co

Summary Interest rates play an important role in everyday financial life, influencing everything from your mortgage and savings to overall household spending. Content Interest rates play an important role in everyday financial life, influencing everything from your mortgage and savings to overall household spending. When interest rates increase, borrowing typically becomes more expensive. This can lead to higher loan repayments, particularly for variable-rate mortgages, and m

Summary With the end of the financial year (EOFY) fast approaching, now is a great time to pause and take stock of your finances. Content With the end of the financial year (EOFY) fast approaching, now is a great time to pause and take stock of your finances. Rather than leaving everything to the last minute, a simple review now can help ensure you’re organised, informed, and ready for 30 June. A good place to start is getting your financial information in order. This include

Raising financially responsible children isn’t about perfection or complex financial lessons. It’s about building healthy habits, confidence, and understanding over time. Start the Conversation Early Children are naturally curious, and money doesn’t need to be a taboo subject. Simple age-apropriate conversations help normalise money as part of everyday life. For younger children, this might mean explaining that money is earned through work and used to pay for things the

Summary Managing money has never been more digital, and in many ways, more convenient. Content Managing money has never been more digital, and in many ways, more convenient. But as technology advances, so do the methods used by scammers. In 2026, artificial intelligence (AI) is playing a growing role in financial crime, making scams more sophisticated, more personal and harder to detect than ever before. For investors and everyday Australians alike, understanding how scams ar

Summary Markets have been very bumpy so far in 2026, and it’s natural to notice when investment values move around more than usual. Content Markets have been very bumpy so far in 2026, and it’s natural to notice when investment values move around more than usual. While this can feel unsettling, volatility is a normal part of investing, especially during periods of economic and interest‑rate uncertainty. The important thing to remember is that short‑term market movements don’t