Author Archives: Arrowroad

Ten Tips for Managing Debt

Managing debt can be daunting, but these ten tips can help you regain control and reduce financial stress. Continue reading

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Understanding Transition to Retirement Pensions

Discover the benefits of transition to retirement pensions and how they can provide flexibility and a boost to your retirement savings while you are still working. Continue reading

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Business Succession Planning

Ensure the future of your business with a solid succession plan. Learn the importance of buy/sell agreements and how they can protect your business and your family. Continue reading

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Business insurance – easier than you thought

Simplify your approach to business insurance with these essential steps. Learn how to protect your business and ensure its continuity with the right insurance strategies. Continue reading

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Interest Yields Versus Dividend Yields – Vanguard Report

Higher interest rates can lead to higher yields on certain investments, but not all. Learn the differences between interest yields and dividend yields to make informed investment decisions. Continue reading

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Know What You’re Paying in Super Fees – Vanguard Report

Lowering your superannuation fees can significantly boost your retirement savings over time. Learn what fees you’re paying and how to compare them to ensure you’re getting the best deal for your future. Continue reading

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Warren Buffett’s $1 Million Index Fund Bet – Vanguard Report

Billionaire investor Warren Buffett, known for his active investment strategy, has long praised index funds for their low costs and broad diversification. His famous $1 million bet on an S&P 500 index fund versus hedge funds proved the point, highlighting the benefits of passive investing. Continue reading

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How to Decipher the Freeze on Deeming Rates – Vanguard Report

The federal budget has announced a freeze on social security deeming rates until June 2025. This decision has significant income implications for Age Pension recipients and suggests potential changes in official interest rates. Learn what deeming rates are, their benefits, and what the freeze means for your retirement planning. Continue reading

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What Self Managed Super Fund Trustees Think About Running Out of Money – Vanguard Report

Self managed super fund (SMSF) trustees display higher retirement confidence compared to APRA fund members, with many showing minimal concern about outliving their savings. The 2024 Vanguard/Investment Trends SMSF Report highlights key trends, investment behaviors, and advice needs among Australia’s SMSF investors. Continue reading

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How more SMSFs are using ETFs and managed funds – Vanguard Report

Discover why a growing number of self-managed super fund (SMSF) trustees are incorporating exchange traded funds (ETFs) and managed funds into their portfolios. The 2024 Vanguard/Investment Trends SMSF Report reveals significant trends, including increased allocations to ETFs and managed funds, and the benefits driving these investment choices. Learn how diversification, access to specific markets, and cost-effectiveness are shaping the investment strategies of Australia’s SMSFs. Continue reading

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