Author: Capstone FP

Seven secret financial habits of wealthy Australians you can copy

Seven secret financial habits of wealthy Australians you can copy

Capstone FP 2 March 2025 No Comments

Ever wondered how the wealthy manage their money and what they do differently from the average Australian? New research* from Colonial First State (CFS) has uncovered seven secret financial habits…

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Economic update February 2025

Economic update February 2025

Capstone FP 17 February 2025 No Comments

Global The introduction of DeepSeek’s open-source R1 model shocked global markets in January, challenging our understanding of capex requirements and competition in artificial intelligence. Despite the DeepSeek rout, the MSCI…

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The ins and outs of geared share funds

The ins and outs of geared share funds

Capstone FP 17 February 2025 No Comments

Geared share funds are high risk and high reward. When share markets are doing well, the returns can be very high, but the opposite is also true. We look at…

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Megatrends for 2025 and beyond…

Megatrends for 2025 and beyond…

Capstone FP 17 February 2025 No Comments

Megatrends are long-term structural changes that affect the world we live in. Importantly, they shape communities but they also create investment opportunities and risks. Learnings from historical megatrends include: 1)…

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Using the bucket strategy to make your money last longer

Using the bucket strategy to make your money last longer

Capstone FP 17 February 2025 No Comments

How do you find the sweet spot between using your retirement savings to enjoy a comfortable standard of living, and investing so you won’t run out of money in the…

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What assets can you have before losing your Age Pension?

What assets can you have before losing your Age Pension?

Capstone FP 17 February 2025 No Comments

There are many benefits to receiving an Age Pension or even a part pension, but there are limits to what level of income or assets you can have, to be…

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Understanding the difference between ESG, ethical and green investing

Understanding the difference between ESG, ethical and green investing

Capstone FP 17 February 2025 No Comments

For many investors, the promise of ESG (Environmental, Social and Governance) investing has been evasive.  Confusion around what “ESG Investing” actually is has led to many investors becoming disillusioned with…

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Winding up an SMSF

Winding up an SMSF

Capstone FP 17 February 2025 No Comments

There are no prescribed steps for winding up an SMSF, however there are a number of specific requirements that must be satisfied. Overview There are a number of reasons why…

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Australian home investing: New landlords to lose $23k+ in 12 months buying into two major cities

Australian home investing: New landlords to lose $23k+ in 12 months buying into two major cities

Capstone FP 17 February 2025 No Comments

The average Australian property investor could lose money in their first year, with those in the nation’s two largest capitals likely to be more than $23,000 out of pocket in…

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Insurance through super: everything you need to know

Insurance through super: everything you need to know

Capstone FP 3 February 2025 No Comments

Did you know you can have insurance cover in your super fund? If you have super, you might also have some automatic insurance cover. It’s called insurance in super and…

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