In the Media
ETFs vs Managed Funds: What’s the Difference in Australia?
As a financial adviser working with clients across all stages of life, one question I hear often is: “Should I invest via an ETF or a managed fund?” The answer always depends on your situation — but first, it helps to understand the key differences. Below I unpack...
Preparing Financially for Dementia Before It’s Too Late
As a financial adviser, I meet people at every stage of life — from those just starting out to retirees enjoying their golden years. What I’ve observed is that while most Australians focus heavily on wealth creation, few pay equal attention to protecting what they’ve already built —...
The Trophy Home Boom: Why They’re in Demand and Whether They Deliver Returns
In Australia and other global markets, demand for “trophy homes” — ultra-prestige residences with landmark appeal — has soared. These homes are admired for their architectural excellence, exclusivity, and lifestyle value. But while they attract attention for their luxury and scarcity, the big question remains: are they good...
Ways to Boost Your Age Pension Entitlement — But Be Careful
Australia’s tax and social security systems often favour homeowners, creating what many see as an unequal advantage over renters. This imbalance plays out across both tax rules and Centrelink’s age pension assessments.
Homeowners vs Renters: The Advantage Explained
From a tax perspective, homeowners enjoy a major...
Taxes and Property Investment: What Every Australian Investor Should Know in 2025
For generations, Australians have turned to property as a cornerstone of wealth building. From the classic suburban rental to large-scale developments, bricks and mortar are often viewed as a safe bet. But what many investors underestimate is just how much taxes — both upfront and ongoing — shape...
Tax-Smart Financial Advice: How Strategic Planning Can Save You Thousands
Tax isn’t just something to think about at the end of financial year – it’s one of the most important levers in building long-term wealth. With the Stage 3 tax cuts rolled out and changes to superannuation contributions always on the horizon, smart financial advice can...
Sustainable Investing Is Back: How You Can Profit While Doing Good
Not long ago, sustainable investing—also known as ethical or ESG (Environmental, Social and Governance) investing—was under fire. Critics said the returns didn’t stack up, some funds were accused of “greenwashing,” and inflows slowed to a trickle.
But in 2025, sustainable investing is making a comeback. From clean...
Faster IPO Pathways: What ASIC’s New Trial Means for Everyday Investors
If you’ve ever thought about investing in an Initial Public Offering (IPO), you might know the process can be slow, complex, and sometimes frustrating. Now, the Australian Securities and Investments Commission (ASIC) has announced a two-year trial to speed up the IPO process—making it faster for...
How the New Stage 3 Tax Cuts Affect Investment and Income Strategies for HNW Australians
From 1 July 2024, the long-discussed Stage 3 tax cuts finally come into effect. However, in early 2024 the Federal Government revised the original plan — shifting more of the benefit towards middle-income earners and reducing the gains for high-income Australians.
For individuals with net wealth between...
Private Credit, Infrastructure, and Other Alternative Asset Classes Explained
Introduction: Why Look Beyond Shares and Property
For Australians with significant wealth — especially those already well exposed to equities, cash, and residential property — alternative investments are becoming increasingly attractive.
These “alternatives” can enhance portfolio diversification, provide more predictable income streams, and open...