Future Focus

Future Focus: Red flags for ETFs: What should investors avoid?

Future Focus: Dual income, no wealth, how do you build for the future?: Many dual income households are treading water. Here’s how to supercharge your financial security and wealth creation.

Future Focus: How to avoid losing your super: The collapse of First Guardian has many investors questioning whether they can trust superannuation. Here’s how to safeguard it.

Future Focus: Can I lower my tax rate with a company?: Can a company structure help you lower your tax obligations?

3 things

3 ways to save thousands in tax each year: Reduce your tax liabilities and improve your investing outcomes.

3 simple portfolio checks to do right now: Whether you’re doing an end of financial year check-up, or a quick sense check during the year, these three sense checks will give you peace of mind.

3 habits of long-term investors: Develop these behaviours to help build lasting wealth.

Other insights

Top tips from experts: find the best professionals to maximise your outcomes: Ever struggled to find a lawyer or an accountant? Industry experts weigh in on their best tips to find great professional partners.

Do you know why you are investing?: Research from our Behavioural Insights team suggests that many investors should clarify what drives their investment decisions.

How to interpret common financial ratios: There is a veritable alphabet soup of financial ratios that many investors struggle to comprehend and interpret effectively.

Investing Compass episodes

Family trusts explained: Are they for you?: In this episode of Investing Compass, Mark and Shani talk about whether family trusts can minimise tax.

Is your super safe?: This episode of Investing Compass looks at the First Guardian collapse and the lessons that investors can take from it.

The pathway to financial freedom: In this episode of Investing Compass, Mark and Shani talk through their investing journey and their realisation of how to reach their goals.

Advisers can’t get enough of this investment product: This episode of Investing Compass looks at Separately Managed Accounts.

Chart of the Week

Chart of the Week: Largest share price falls during earnings: Opportunities arise when the market overreacts, and good quality companies are mispriced.

Chart of the Week: Investor self sabotage: The asset classes where investors experience poor returns due to poor behaviour.

Chart of the Week: You’re likely going to underperform with a thematic ETF: Data shows that thematic funds have generally lagged benchmarks, but they also cause poor investor behaviour.

Chart of the Week: The biggest beneficiary of tariffs: Tariff concerns drive gold and copper prices higher.