Latest Insights & Updates

Find the latest investment insights, research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

Early access to Super – COVID-19 temporary measures

Temporary early access to superannuation As part of its response to the COVID-19 situation and the significant number of w...

Read article

Consumer sectors hit hardest by COVID-19

Household consumption accounts for 56% of Australia’s GDP, making it the main engine of growth for the economy. When hou...

Read article

The Fed’s bazooka as the data collapse begins

Key points: US Fed brings out the bazooka with a huge intervention going further than ever before Philly Fed business out...

Read article

Changes to Core Model Shares Portfolio

The COVID-19 outbreak has triggered a significant sell off in markets and a spike in volatility across both equity and cre...

Sign up or login to read

Comprehensive Market Review of COVID-19 Pandemic

This paper is designed to provide a snapshot of how asset classes and products are performing during these trying times. T...

Sign up or login to read

Reductions to minimum pensions and deeming rates

Minimum Pensions As part of the the Government’s response to the COVID-19 situation, they have announced changes to ...

Read article

Rising bond yields causing a problem for investors

Diversification worked well in the last week of February 2020 as equity markets sold off in response to the rapidly escala...

Read article

Global Macro Update

Key Points: Volatility in risk assets has hit very hard ASX200 down 19.5% peak-to-trough in 13 trading days (the intra-da...

Read article

Hybrids / listed income yield report

The Hybrids / Listed Income investments monthly yield report is now available for March 2020. This report includes the key...

Sign up or login to read