Welcome to our first newsletter for 2026.
We hope you enjoyed the great Aussie summer and had time to relax and spend time with family and friends.
Our first article reflects on the disruption that was 2025. Despite geopolitical shocks and policy twists, 2025 delivered solid gains for shares, property, and super funds, while commodities soared, and inflation remained sticky.
Next, we look at why delaying financial decisions or sticking with outdated investment strategies may be comforting in a tricky economic climate, but is it costing you more than it’s saving?
We’ve all read about the great intergenerational transfer that is set to begin. Estate planning is essential to ensure your money goes exactly where you intend it to. Find out more in this article.
There are limited circumstances under which you can access your super early. Here, we outline some of the main reasons you may be able to access your super earlier than usual.
And finally, while the holidays are coming to an end, why not plan the next one? The landscape of travel is constantly shifting and what may once have been a no-go zone can now be a dream destination.