ACCC scam report
Australians made more than 600,000 reports about scams in 2023 — about 18 per cent more than in 2022.(ABC News: Evan Young/Canva)
Categories for Financial Planning News
Connecting an adviser with your children
How parents and advisers can work together to manage intergenerational wealth transfers.
Australia’s debt service ratio ‘extraordinary’: CBA
The change in the debt service ratio has been ‘extraordinary’, according to the major bank.
Investment and economic outlook, April 2024
Our region-by-region economic outlook and latest forecasts for investment returns.
Budget breakdown – Federal Government Analysis
The 2024 Federal Budget is broken down into these five PDFs. Click on each to read more.
Winners & Losers
Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.
Federal Budget 2024
Four main components of this year's Federal Budget can be seen by using the following links.
What is the future of advice and how far off is superannuation 2.0?
Financial advice can make a massive difference in people’s lives. We know this because we see every day in our data just how much better off people are when they follow the advice. But up until now, the majority of Australians haven’t been able to afford it. As a consequence, most Aussies are unaware of what advice is and how it can help them be better off.
Getting to a higher level of financial literacy in Australia
The practical benefits of improving financial literacy.
