Many of us turn a bit of a blind eye to super. We know it’s there and we know it’s ours. We just hope, or think, it’ll be enough when the time comes. If it isn’t, we’re probably somewhat familiar … Read more

If you’ve got people in your life who you love and assets you’d like to be distributed in a certain way, you might be at a point where you’re thinking an estate plan would probably make good sense. What is … Read more

Budgets without the boredom Say the word budget. Maybe it makes you want to blush about your credit card balance or gives you an overwhelming urge to yawn. Even when you know a budget is good for you, tracking down … Read more

Key points A progress report on inflation: Inflation appears to have peaked, led by improvements in core goods prices and rate sensitive sectors like housing. The policy focus has shifted to labour market normalisation where early signs of progress are … Read more

Economic update May 2023 Investment markets were relatively calm in April, following a period of heightened volatility in March when banking failures in the US and Europe had shaken confidence. Most major share markets closed the month around 2% higher, … Read more

Many Australians were fortunate to lock in record low interest rates but this may be drawing to an end. A large portion of mortgages will be approaching the end of their fixed term, leaving many households paying two to three … Read more

Key views Tightening financial conditions and a return of credit risk have reinforced our risk-off stance. The Credit Suisse deal highlights policymaker actions are negative for bank shareholders and some bondholders. We stay underweight most equities, cut credit to neutral, … Read more

After the wild ride experienced by investors in 2022, Perpetual’s Deputy Head of Equities, Anthony Aboud is seeing opportunities in high quality companies which have traditionally been classified as growth stocks. He also notes the decarbonisation trend as a key … Read more

Key points Successful investing can be really difficult in times like now with immense uncertainty around inflation, interest rates, issues in global banks and recession risks impacting the outlook for investment markets. This makes it all the more important to … Read more

It has finally happened. Recommended by the Cooper Super System review in 2010, put forward in the Federal Budget four years ago by then Treasurer Scott Morrison and finally passed on 17 June 2021, the maximum amount of members allowed … Read more