by Paul Thewlis | Jan 27, 2026 | News
By Jonathon Tainsh Each year, Morningstar, one of the world’s most respected investment research firms, publishes a report called Mind the Gap. The key message from this year’s report is both simple and important: Most investors earn less than the investments they... 
by Paul Thewlis | Dec 16, 2025 | News
By Jonathon Tainsh, Tatum West and Jesse McPherson Now that the year is getting into full scale busy mode it can be easy to rush giving your attention to the details. This is just what scammers are counting on with fake online stores, parcel delivery texts,... 
by Paul Thewlis | Oct 23, 2025 | News
By Peter Richards By Jonathon Tainsh Many Australians with large super balances have been watching the $3 million rule unfold with a mix of frustration and confusion. For anyone with most of their wealth tied up in property or private investments inside super, the... 
by Paul Thewlis | Oct 9, 2025 | News
By Gary Marsh The Aged Care Act 2024 represents the most significant reform in decades. Its promise is greater fairness, sustainability and dignity, but it also introduces new layers of complexity. By focusing on the financial detail now, you can protect your assets,... 
by Paul Thewlis | Sep 23, 2025 | News
By Jonathon Tainsh Lessons From the Murdoch Family (and HBO’s Succession) When Rupert Murdoch stepped back from his empire in 2023, the world watched closely. The family’s battle over control of trusts, succession, and the future of News Corp and Fox mirrored the... 
by Paul Thewlis | Aug 28, 2025 | News
By Jesse McPherson The Australian Government has just dropped what might be the most significant policy change for first home buyers in a generation. On 25 August 2025, the Albanese Government announced a massive expansion of the Home Guarantee Scheme that’s set...