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Paul's Insights: Spring clean your investments this tax time

It's time to dust off the calculator and start poring through receipts - tax time is around the corner, and that means a refund could soon be coming your way. The end of the financial year is also a time to take stock of your investment portfolio.
10mths ago

Paul's Insights: Time to flex your money muscle

The COVID-19 pandemic has seen Australians hunker down their finances - spending less and tucking away more cash. That's seen our household savings rate jump from 3.5% (of income) in 2019, to 5.5% at present. But plenty of people could be missing out on easy ways to boost their bank balance.
10mths ago

Paul's Insights: Income funds - worth a look in these low rate days

The Reserve Bank's decision to keep the official cash rate on hold at 0.25% for June comes as no surprise. Our central bank has already made it clear that rates are likely to stay at record lows for some time - certainly until the economy picks up. That's great news for anyone with debt, though not so good if you rely on interest-bearing investments for income.
10mths ago

Paul's Insights: How retirees can navigate the Covid-19 crisis

Sharemarket falls can be especially challenging for retirees who don't have the benefit of ongoing super contributions to make up for negative returns. But your retirement savings may have weathered the recent market storms surprisingly well.
1yr ago

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