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1 April 2025
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Quarterly Trustee Webinars, online and free.
announces key leadership appointments.
New Perspective strategy now available on CFS FirstChoice.
appoints Asia-Pacific Managing Director to its Global Financial Institutions team.
Meg Heffron one of three new Board directors appointed by SMSF Association.
appoints former QIC employee Todd Hudson as Institutional Relationship Manager.
Schroders plc appoints Richard Oldfield as Group Chief Executive.
to launch Australia’s first global defence ETF to help investors navigate rising geopolitical risk.
joins The Council of Australian Life Insurers (CALI) as its newest full member.
reduces fee for bitcoin ETF amid increasing investor interest.
Gold Mid-Year Outlook 2024.
FY25 Letter to Investors.
This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.
With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.