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News

November 2020

Diversification: Spread your investments and lower your risk

Diversification is an investment strategy that lowers your portfolio’s risk and helps you get more stable returns. You diversify by…

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Types of super funds

When you start a job, you can usually either choose a super fund or let your employer choose for you.…

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Episode 114: Have The Markets Reacted To a COVID-19 Normal World?

This week’s edition of the investor exchange podcast kicks off with a discussion on the COVID-19 situation in Victoria. It’s…

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Retirement income and tax

How much tax you pay on retirement income depends on your age and the type of income stream. For most…

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Joint accounts: Understand the benefits and risks of joint accounts

A joint account is a bank account that more than one person can access. It can make it easier to…

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Episode 113.  Is The Rally For Technology Stocks Finally Over? 

Joel, Brett and Louis begin the podcast with their take on the controversial outcome of the U.S presidential election. In…

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Recent stories

Switching home loans

Refinancing your home loan to take advantage of a lower interest rate might save you money. Before you switch, make…

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Tips to help make 2020/2021 tax time easier

It’s been a year of change like no other and that extends to tax and superannuation. As the end of…

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The importance of having a will

While it’s not something anyone likes to think about, planning your estate may make things a little easier for your…

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Fears and expectations

By Richard Dinham, Head of Client Solutions and Retirement For many, the word ‘retirement’ is associated with the idea of…

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Savings accounts

Savings accounts help your money grow faster by offering a higher interest rate than everyday transaction accounts.  Get the highest…

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