Climate Change Investment Lifestyle Personal Finance Retirement Savings Superannuation

April 7, 2021

Climate Change and Asset Prices

Key Takeaways Financial markets process complex information every day. The impact of climate change is no exception. Academic research provides compelling evidence that prices in a variety of asset markets incorporate information about climate risk.…

Andrew Rowan

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Business Finance Investment Personal Finance Retirement Savings Superannuation

March 31, 2021

What’s Your Investment Style?

YOLO, Meme, and EMH: You only live once! Social media investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly without traditional evaluation of investing risks…

Andrew Rowan

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Investment Retirement Superannuation

March 23, 2021

Uncommonly Average

Ask a farmer about average rainfall figures and he’s likely to look at you sceptically. Knowing how actual rainfall varies from year to year, farmers will carefully manage their crops and irrigation. It’s a lesson…

Andrew Rowan

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Featured Superannuation

April 21, 2020

How early super withdrawals add up

Accurate as of 20 April 2020The coronavirus pandemic is having profound effects on Australian families, communities, businesses, the financial markets and the global economy. Many people have lost their jobs and there is much uncertainty…

Andrew Rowan

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Superannuation

January 7, 2020

Superannuation: Revisiting the basics (repost)

Given the continual changes, it can be easy to see why some wealth accumulators and retirees have become frustrated with super; however, it’s important to remember the key benefits that continue to make it such…

Andrew Rowan

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Superannuation

August 26, 2019

Super review checklist: Your annual super statement

As a super fund member, you will be receiving your annual super statement soon. In this article, we provide you with a helpful checklist for reviewing this important document. Written and accurate as at: 15…

Andrew Rowan

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Video Superannuation

July 26, 2019

Superannuation: Work test exemption (WTE)

Written and accurate as at: 12 Mar 2019Superannuation is widely considered to be one of the most tax-effective investment structures available for wealth accumulators and retirees alike.As such, from a retirement planning standpoint, building wealth inside superannuation through contributions (and, compound investment…

Andrew Rowan

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Advice Superannuation

July 26, 2019

Self-managed super funds (SMSFs): Sector insights

Are you looking for a broad overview of the existing self-managed super fund (SMSF) sector? In this article, we provide you with SMSF insights to help you get up to speed. Written and accurate as…

Andrew Rowan

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Superannuation

July 26, 2019

Multiple super accounts and you

Regardless of your age, one of the ways to help you grow your wealth and prepare for retirement is to take an active interest in your super sooner rather than later. A good place to…

Andrew Rowan

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Featured Superannuation Tax

June 4, 2019

Legislative update (Acts): To be, or not to be… (Part 2)

Many Bills managed to become Acts before the dissolution of parliament. In this article, we look at several of these pertaining to social security, superannuation and taxation. Written and accurate as at: 15 May 2019Despite…

Andrew Rowan

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Climate Change and Asset Prices

What’s Your Investment Style?

Uncommonly Average

How early super withdrawals add up

Superannuation: Revisiting the basics (repost)

Super review checklist: Your annual super statement

Superannuation: Work test exemption (WTE)

Self-managed super funds (SMSFs): Sector insights

Multiple super accounts and you

Legislative update (Acts): To be, or not to be… (Part 2)

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