If you’re not feeling as young or as mobile as you once were, that doesn’t mean the adventure of travel has to stop. With a little extra planning and the right mindset, your next holiday can be just as joyful, relaxing, and enriching as ever. Here are our top tips to make it happen: Choose […]
Archives for October 2025
Ethical investing – progress over perfection
Australia’s corporate regulator, the Australian Securities & Investments Commission (ASIC), is suing Fiducian Investment Management Services (FIMS), alleging that one of its ethical funds included mining and fossil fuel companies – despite being marketed as socially responsible.[1] As the case unfolds, it’s a timely reminder that misleading fund labels – intentional or not – can […]
Update: unrealised gains no longer to be taxed
You may have read my earlier post in June this year about the proposed Division 296 Tax for super balances over $3 million. At the time, the proposal included taxing not only actual earnings (like interest or dividends) but also unrealised gains — that is, taxing increases in investment value that hadn’t yet been […]