Categories for Financial Planning News

How diversification fights investor biases

Investing in familiar names may bring a sense of comfort but by focusing too heavily on the Australian market, investors may limit their opportunity set and forgo the benefits of greater diversification.

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Census 2021 Data

Search through the data collected by the Australian Bureau of Statistics, and find interesting facts about how the country is changing.

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Tax tips

The more detail you can give your accountant the quicker your tax return can be processed and, usually, the better the outcome. The following will help.

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Using trusts: Keeping it in the family

Trusts are used to hold assets for various reasons, but most typically for tax planning and asset protection purposes. Here's a little more insight into how trusts work.

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