by orange_office | Jan 30, 2024 | Blogs
For many Australians this year’s new financial resolutions should include a review of their superannuation. The Government says we have over ten million unintended multiple accounts. As some have fixed minimum fees this means millions of dollars of duplicated fees....
by orange_office | Jan 23, 2024 | Blogs
With such a surprisingly strong finish to 2023 what can investors expect in 2024? Investment returns for last year were much better than expected. The typical diversified portfolio holding around seventy per cent in growth assets earned double digit returns. Shares in...
by orange_office | Jan 18, 2024 | Blogs
The year 2023 was a roller coaster ride for investors. Interest rates continued to rise through the year providing much improved returns on bank deposits. Shares and commercial property had definite strong and weak periods. In the end the typical diversified portfolio...
by orange_office | Dec 21, 2023 | Blogs
The share market has been rising since October, after a weak period. The All Ordinaries Total Return Index gained 5.2 per cent in November. That’s good news for superannuation and retirement pension accounts as well as share funds. It’s been a wobbly year but is...
by orange_office | Dec 12, 2023 | Blogs
Lots of grandparents open bank accounts for grandchildren, keen to put them on a long-term path to healthy finances. Many parents do the same. With Christmas just around the corner it’s a good time to consider this approach. Interest rates at the banks are around five...
by orange_office | Dec 6, 2023 | Blogs
In Britain and most European countries retirees usually invest their savings in guaranteed lifetime pensions and annuities. That isn’t the case in Australia. Here most retirees avoid annuities if they have a choice. However modern annuities have changed. They look...
