Four timeless principles for investing success

Four timeless principles for investing success

Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan. . Although investing can seem perplexing and complex, success is largely within your control. Having a tailored investment...
Plan now to take advantage of 5-year carry forward rule: expert

Plan now to take advantage of 5-year carry forward rule: expert

This is the last year that the five-year catch-up contribution rules for concessional contributions can be used for those who are eligible, warns a leading educator. . Meg Heffron, director of Heffron, said trustees who started using the scheme in its first financial...
Super literacy low for cash-strapped

Super literacy low for cash-strapped

Financial literacy around superannuation is poor for many lower-income people, who still question why they can’t access their funds until retirement age. . Understanding the purpose of superannuation is difficult for many consumers who do not understand access is...
Why investors are firmly focused on interest rates

Why investors are firmly focused on interest rates

2024 is very much a story of how quickly and how sharply rates will start coming down. .  Around the world, just like in 2023, financial markets, investors, and borrowers are firmly focused on what will happen to official interest rates. But unlike last year, when...
Tips for preparing for the best tax outcomes

Tips for preparing for the best tax outcomes

In the final of our series of predictions for the coming year, we asked our experts what trustees should be considering regarding tax savings in 2024. . Aaron Dunn, superannuation expert I guess there are several broader opportunities, including the stage three tax...
Time to start planning for stage 3 tax cuts: technical manager

Time to start planning for stage 3 tax cuts: technical manager

Advisers should start planning how to take advantage of the stage three tax cuts due to come into force next year, says a leading technical expert. . Craig Day, head of technical services, said in the latest FirstTech podcast that there are going to be planning...
How to tame the market’s skewness

How to tame the market’s skewness

Outperforming the market is hard without a crystal ball. Here's how to tilt the odds in your favour. . When you look at the long-term equity index charts moving up and to the right, it’s easy to forget the individual stocks underpinning the indices don’t move up...
Vanguard economic and market outlook for 2024: A return to sound money

Vanguard economic and market outlook for 2024: A return to sound money

Our economic and market outlook for 2024 reflects the house view of Vanguard’s global economics and markets teams as of December 12, 2023.   . A return to sound money. It’s a theme we at Vanguard have been communicating for more than a year, and in 2024 we believe...