Big Changes Proposed for Property, Tax and Investing. Here’s What You Need to Know
The 2026 Federal Budget proposes major changes to CGT, negative gearing and discretionary trusts that could significantly impact investors, business owners and long-term wealth strategies. Here’s what the proposed reforms may mean in practical terms.
Why Your Investment Property Might Be Working Against You in Retirement
Property can be a powerful wealth-building tool – but the asset that helped grow your wealth may not be the one that best supports your retirement income. Stan Moffat explores why many retirees are finding investment properties harder to rely on in retirement, and what alternatives may offer greater flexibility, liquidity, and long-term peace of mind.
Following Strength, Cutting Weakness: The Logic Behind Relative Momentum
Relative Momentum is a systematic, rules-based approach to investing that removes emotion and prediction from decision-making. Instead of forecasting markets, it responds to them by following strength, cutting weakness, and adjusting exposure as conditions change. The goal is to stay disciplined through market cycles and capture sustained trends while managing downside risk.
Retirement Isn’t Just About Having Enough Money. It’s About Having Enough Life Left to Enjoy It
Many Australians assume they will need to work until age 67, simply because that is when the Age Pension begins. But for some people, that assumption may not reflect their actual financial position. Retirement is not just about making money last as long as possible, but about making the most of the years when you still have the energy, health and freedom to enjoy them.
Emotional Investing is Expensive. Here’s a Better Way
Emotional investing can quietly erode long term returns, especially when uncertainty drives reaction instead of discipline. Markets move, but your reactions matter more. Learn how a rules based approach like Relative Momentum can reduce emotional mistakes and support consistent long term results.
Life After the Shock: Navigating Money Through Divorce
Divorce is one of life’s most stressful transitions, but it can also be a powerful turning point. With the right financial guidance, this period of uncertainty can become the moment you regain control, rebuild confidence, and shape a future that reflects your own goals and values.