
Be Scammer-Aware!
We all know to cover our PIN from prying eyes and keep a lock on our letterbox. But are we rolling out the welcome mat to scammers targeting our investments? Australians lost a record $851 million to scams in 2020, with investment scams accounting for the biggest losses, according to the Australian Competition and Consumer Commission’s latest Targeting Scams report. At $328 million, investment scams, were a third of the total losses. Romance scams were the next highest catego

Lonely In Lockdown?
Snap lockdowns or simply the long winter months might be making you feel bored and lonely. If you’re feeling the pain of being on your lonesome, know that you’re actually not alone. One in four Australian adults experience loneliness, according to a report by the Australian Psychological Society and Swinburne University. Trying some of these antidotes may be just what you need to get beyond an overdose of ‘me time’. Reflect a little While you might envy someone with thousands

New Legislation and Change To Your Annual Review Process
As of July 1 2021, new legislation regarding the annual service renewal process for ongoing fee-paying clients came into effect. The new legislation, arising from the Hayne Royal Commission, was designed to increase clients’ awareness and understanding of both the services they receive and the fees associated with those financial advice services. The new legislation focuses on what was previously referred to as your annual FDS/Opt-in process, where you were presented with a F

Economic Update August 2021
Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe. Key points Despite some key economies reopening, the Delta variant of COVID 19 remains a real risk Inflationary fears are still with us but bond yields have fallen significantly suggesting it is not a problem The US and Chinese economies experienced solid rebound growth Monetary and government policies remain accommodative and policy remains accommodativ