Prevailing view or misconception?
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Pendal’s Amy Xie Patrick busts a few modern investing myths
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News From Wynyard Park Private Wealth
General Advice Disclaimer
This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
An overview of trusts in Australia
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Trusts are a common strategy and this article aims to assist with your understanding of how a trust works, the role and obligations of a trustee, the accounting and income tax implications and some of the advantages and pitfalls.
Read MoreUsing your super to kick start your first home deposit
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The First Home Super Saver (FHSS) scheme is available to you if you are over 18 and have never owned an Australian property before.
Read MoreFour ways active funds can potentially help to build wealth
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Investing in active funds can be a powerful strategy for building wealth over time. In this context, active funds are managed by professional portfolio managers who aim to outperform the market or a benchmark.
Read MoreHeart and head: managing an inheritance
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Receiving an inheritance brings greater responsibility than receiving any other form of financial windfall. It’s a delicate, emotional path, and one you should tread carefully.
Read MoreChanges to super from 1 July 2024
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We look at the changes to super rates and rules from 1 July 2024, including the increase to the Superannuation Guarantee (SG) rate and super contribution caps.
Read MoreWho gets your superannuation when you die?
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Strict rules govern how your super is distributed when you die – and it’s important to follow those rules to make sure your money goes to whom you want.
Read MoreDo I need life insurance once I retire?
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Getting older means you can finally start to enjoy your life’s work. But just because you’ve hung up your employment boots, life can still throw some unexpected curveballs at your retirement goals, so it’s worth being prepared.
Read MoreNew diabetes and obesity drugs show promise for patients and investors
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Profound advances in a class of drugs that have proven successful at treating the twin epidemics of diabetes and obesity represent a golden age of health care innovation.
Read MoreMake your tax cut work for you
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You may pay less tax when tax cuts take effect from 1 July. While the tax savings will depend on your circumstances, it’s important to think about the best way to use them.
Read MoreUpsize super with downsizer contributions
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When selling an eligible property, you may be able to contribute to super, even when it ordinarily wouldn’t be possible because of the restrictions that apply to other super contributions.
Read MoreRebalancing – what it is, why it matters
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Whether you work with a financial adviser or manage your own portfolio of investments, it’s important to understand the role of rebalancing and regularly review your asset allocation.
Read More2023 National Seniors Australia research: Financial wellbeing and rising cost of living
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As inflation soars to the highest rates in two decades, older Australians becoming increasingly concerned about their capacity to manage the rising cost of living.
Read MoreLa Nina to El Niño: How your investments may be impacted
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El Niño and La Niña are opposite phases of a naturally occurring climate cycle that affects weather patterns around the world.
Read MorePay down mortgage or boost super – which is best?
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You might be wondering what to do with your cashflow given the recent rise in home loan interest rates. Should you pay off your mortgage faster or save more in super?
Read MoreWhat you can do to protect your personal information
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In Australia we are seeing an increase in the number and sophistication of cyber threats. Our reliance on the internet has created opportunities for cyber criminals to exploit vulnerable targets.
Read MorePower-hungry AI a watch-out for equity investors
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In all the investor excitement about AI equities, investors may be missing a crucial factor. Pendal equities analyst Elise McKay explains.
Read MoreWhy you should worry about the new super tax – even with less than $3m
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These two worked examples show how the taxing of unrealised capital gains can have unintended consequences.
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