Your Digital Legacy

Once upon a time our lives were dominated by trips to the bank, the post office, call waiting and Kodak stores (remember the excitement of the 1 hour turnaround!).  However today, more of our lives and activity is spent online, with a resulting large digital footprint.

But what happens to our digital footprint if we lose mental capacity or die?   What will be your digital legacy and how will your loved ones deal with it?

With input from our legal panel of estate planning lawyers, this article considers how you should approach and plan for your digital legacy as part of your estate planning. (4 mins)

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The Journey of Owning Shares

Investing in shares can be a rollercoaster experience.  The equity markets are inherently volatile, but the reward is higher investment returns over time.  This article examines the evidence of what the journey of investing in shares looks like, and over what timeframes investors can reasonably expect to be rewarded for investing in equity markets.  (5 min read) 

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Volatility - 8 Simple Lessons

Renewed volatility in markets has awoken the media from its summertime slumber. News directors drag out dated file footage of frantic traders and summon talking head experts to explain to ‘mums and dads’ what it all means. Well, what does it mean? More importantly, does it matter?

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Why You Need a Financial Fire Drill

Ten years since the global financial crisis, global equity markets have climbed back to multi-year or record highs, causing memories of past market falls to fade. This makes it a perfect time, then, for investors and their advisers to revisit their financial fire drill for the inevitable return of market volatility somewhere in the future (6 mins) 

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Cyber Security

With many of our clients preparing to enjoy an end of year break, we’ve pulled together a checklist of Do’s and Don’ts that we believe will help you to protect your personal information.

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Brendon VadeAll, Cybersecurity
THE 2017 budget

With so much Superannuation Reform from last year’s budget still being worked through ahead of 1 July, unsurprisingly (and some might say thankfully) the 2017 Budget has little that impacts superannuation and retirement savings directly.

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Budget Review 2017

The government has released another ‘Exposure Draft’ Bill to test public reaction to the superannuation proposals they want to legislate. A short consultation period will ensue followed by a potentially arduous passage of the Bill through parliament before finally coming into law.

 

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