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Financial News That Matters

Morningstar awards

A little over a week ago, Morningstar, a leading provider of independent investment research,  announced the finalists of the 2021 Morningstar Australia Awards.

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Is an SMSF right for you?

As anyone who has joined the weekend crowd at Bunnings knows, Australians love DIY. And that same can-do spirit helps explain why 1.1 million Aussies choose to take control of their retirement savings with a self-managed superannuation fund (SMSF).

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Mind the insurance gap

At a time when many people have been focused on their family’s health and livelihood, having adequate life insurance has never been more important. Yet the gap between what we need and what we have, has been growing.

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2021 and the ‘next’ normal

As advertised, COVID19 continues to play havoc around the world.  January 1st did not fix it.

However, we now have vaccines and we are seeing significant rollouts in the UK, US and Europe.

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BetaShares Q&A with Troy Theobald, Director.

(Original post https://www.betashares.com.au/)

In this special short series we ask experts, colleagues, clients and industry figures to answer a few questions to get an idea of their approach to investing.

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2020 Year in Review

Just as we were recovering from the long drought and the worst bushfires on record, the global coronavirus pandemic took hold and changed everything.

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And we are back!

2020 closed out with the same sort of disruption we have seen all year. Our little Covid19 bug played havoc with many Xmas plans all around the country but we hope that the majority got the chance to share quality time with those most important to them.   Two of our team made long awaited trips to see family in Victoria but had to quickly reorganise their trips back based on rapidly changing travel warnings.  They did get there, so still happy they made the trip, and yes they have been tested on their return – not quite as excited about that…

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