Active or Index Funds: What’s the Difference?

Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds, also known as passive funds, while the higher fees are generally associated with active funds. Over the last couple of decades, index investing has become … Read more

What could a recession mean for me?

More than just a buzzword thrown around by the media, a recession represents a significant decline in economic activity that can span months, even years. Think of it as the winter of the economic cycle – it can be cold, challenging, but it is not permanent. A recession is often marked by tangible shifts in … Read more

Separated? Divorced? New addition to the family? It’s time to review your Superannuation Death Benefit Nominations

Even if you’re not wealthy, your estate plan should be regularly reviewed to ensure it considers your changing family situation (such as divorce or a new family member), financial assets and relevant legislation. A valid superannuation death benefit nomination is an important part of managing how your superannuation and sometimes even your Life insurance proceeds will be distributed after your passing. Death … Read more