Top articles
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August 2025 Reporting Season Outlook
Insights 30th July 2025 -
Australian equities portfolio design: Why a second opinion can be a game changer for advisers
Insights 12th August 2024
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Insights 13 Jun 2024
The new financial year: an investor and SMSF checklist
The turn of a new financial year is a good time for individual investors and self-managed super fund (SMSF) members, with their adviser’s help, to get on the front foot for the opportunities and obligations that lie ahead. Here is a checklist of tasks, reminders and key dates as we move into financial year 2024-25.
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Insights 17 May 2024
EOFY check-in: 3 steps you can take before 30 June
With the new financial year fast approaching, now is the time to review your portfolio and be raedy for the year ahead.
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Insights 12 Apr 2024
Geared for success: Borrowing to accelerate investment returns - benefits and risks
Borrowing funds (margin lending) to increase your investing capacity can be a powerful wealth creation tool. Margin lending is a gearing strategy that may suit informed and experienced investors seeking to accelerate portfolio growth and magnify potential returns.
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Insights 6 Mar 2024
Cost of living squeeze hits ASX: Margin contraction, China’s impact emerge as key themes
February 2024’s Reporting Season unearthed some key themes, trends and surprising results that caused mixed reactions among investors for the first half of FY24. Across the board, there were more broker downgrades than upgrades for companies, as less than half of Aussie-listed companies that reported beat expectations.
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Insights 31 Jan 2024
Beyond the numbers: Sector outlook for 2024
As we move into the new year for 2024 on the back of a strong rally both locally and international markets, it’s important to dive into the outlook for key sectors and assess factors that may impact their valuations.