Library

In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Personal Finances

The art and science of a redundancy payment

13 November 2020
By Rachel Barlow
With businesses and households around Australia suffering from the effects of COVID-19, we’ve been doing a lot of work recently for people who are being offered a redundancy, including pilots, senior flight attendants, academics, and professionals. We’ve seen how challenging it can be for redundancy recipients to assess whether they should accept a package.

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(Video) The human side of crisis management

24 April 2020
On Tuesday, 21 April 2020, we hosted our webinar, "The Human Side of Crisis Management: Helping you support your employees in times of crisis". In the webinar, our presenters, thought leaders in their own fields, shared their insights into how human resource leaders and executives can make a meaningful difference to how their staff cope with financial stress.

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(Video) MGD Investment Forum

16 April 2020
Our MGD Investment Forum videocast features presentations from each of the investment specialists that were scheduled to speak at our April MGD Sydney Investment Forum, which we sadly had to cancel in light of the current health crisis. In the videocast, they each speak to their investment views and methodologies in the context of these challenging circumstances.

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Economic response to the coronavirus

3 April 2020
The Australian Government has begun rolling out a considerable fiscal stimulus package in an effort to support and assist those individuals and businesses that have been negatively impacted by the unfolding Coronavirus (COVID-19) crises. We have collated the key measures announced and will continue to update this as further announcements are made.

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(Video) Seeking safe passage

2 April 2020
On Wednesday 1 April 2020, we hosted our webinar, "Seeking Safe Passage: Personal Financial Strategies for Times of Crisis" where Dr Michael E. Drew and Richard Marsden shared their expertise, thoughts and views on what investors and retirees are facing in the unfolding crises triggered by the global Coronavirus (COVID-19) pandemic. If you missed it, you can view the recording here.

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COVID–19: Dealing with uncertainty and ongoing financial implications

10 March 2020
By John Barton
We’re all becoming accustomed to our daily (perhaps hourly) Coronavirus (COVID-19) updates. As we come to terms with the human and economic dimensions of this infection, and the increased uncertainty inherent in the situation, it is no surprise that we see a range of impacts in the real economy and financial markets.

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Significant income protection changes on the horizon

10 March 2020
By Andrew Proudfoot
Out of concern for the sustainability of the income protection market, the insurance regulator, APRA, is intervening to change the way income protection policies are offered in Australia. Read on to find out what this means for you.

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Time for a change?

14 January 2020
By John Barton
Often referred to as the lucky country, Australia has long enjoyed the comfort of decades of sustained economic growth. This situation has facilitated the development of simple yet effective approaches to investment...

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Building a personal balance sheet with purpose: financial freedom and financial resilience

17 December 2019
In this article we contend that building a personal balance sheet with a specific understanding of purpose can lead people to financial freedom and increased financial resilience.

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Investment fundamentals 101

13 September 2019
By Rachel Barlow
This article is the first instalment of a series we have developed on investment fundamentals which we will continue to build out over the coming weeks and months. The issues may be big or small, but ones we consider relevant for everyone, young or old, wealthy or aspiring to be so.

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Warren Buffett is not wrong – but not entirely right

30 July 2019
By John Barton
Back in February, Warren Buffett released his 54th annual letter to the shareholders of Berkshire Hathaway. Since reading this year’s letter, I have been meaning to capture my thoughts on an aspect of Warren’s note that, while accurate, misses the point for most investors...

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A ‘City of London’ perspective

18 July 2019
By John Barton
Earlier this month, I took the almost 31-hour door-to-door journey from Brisbane to London to attend the Australian British Chamber of Commerce Financial Services Catalyst 2019 – four collaborative, information-rich days examining the key challenges facing financial services today.

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Should I make an extra mortgage repayment or contribute more to super?

11 July 2019
By Rachel Barlow
This is a question we’re commonly asked. The answer depends on a number of factors and both options have advantages and disadvantages.

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Planning for the high costs of education

2 July 2019
By John Barton
When it comes to raising kids, there’s not much that’s as important as ensuring they receive a good education. So, whether you’re thinking about your children or your grandchildren, ensuring you’ve thought ahead – particularly in relation to who you intend to pay for the inevitable costs – is paramount.

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What does a woman want?

7 June 2019
By Rachel Barlow
Despite thirty years of research, Freud could not answer “What does a woman want?” Let’s not untangle that mystery! Let’s talk about what studies have shown the main financial goals for women to be, including repaying the mortgage, understanding and contributing to super, retirement planning, improving financial literacy as well as looking after family (children and parents).

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Post-election outcomes and considerations

4 June 2019
By Andrew Albury
With the uncertainty that comes with the lead up to a Federal Election now softening, now is an ideal time to consider the new avenues of opportunity that may emerge for investors. Adopting a policy of continual observation of the post-election market landscape could be beneficial.

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Changing perspectives

12 March 2019
By John Barton
By changing your perspective and adopting a few key techniques from your personal health management to your personal wealth management, you may come to realise that the two practises aren’t so dissimilar

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