Now stepping down at 95 years’ old from his role as CEO on the board of Berkshire Hathaway, one of America’s foremost holding companies, Buffett leaves behind a legacy that has earned him the enduring title of “the Oracle of […]

A little upfront planning can help preserve relationships as well as assets. When roles, expectations and powers are unclear, disputes can arise and often at the worst possible time, such as after the death of a family member. Why governance […]

 1. Capital gains in volatile markets Investment markets have been volatile in recent years, with rapid movements in equities, property and fixed income. When investors buy and sell during choppy market periods, capital gains tax (CGT) considerations become even more […]

Four out of five respondents to a 2024 survey wanted their investments to have a positive impact in the world.i The survey, by the Responsible Investment Association Australasia (RIAA), found 79 per cent of investors would be more likely to […]

It is intended that once passed by Parliament, the new tax – which doubles the tax rate from 15 per cent to 30 per cent for balances that exceed $3 million – will apply from July 1, 2025. The tax […]

Whether you’re looking to maximise tax benefits, rebalance your investment portfolio, or to simply ensure you’re ticking all the right boxes, smart end of financial year (EOFY) planning can make a big difference. So, to finish the financial year on […]

After more than 25 years in the financial advice industry, and as one of ROPAN’s founding directors, Jason Panozzo-Tilè has decided to step away from the firm to focus on his private equity and other business ventures. Jason has played […]

What you need to consider first If you have more than one super account, consolidating them to one account may be an option for you. Consolidating your super could save you from paying multiple fees, however, if you have insurance […]

The S&P ASX200 index added just under 7 per cent in the 10 months to October 31 closing at 8160.i It reached its previous all-time high of 8355 just two weeks before. So, if you were invested in an index fund […]

Some love it so much that they believe property is a better option for providing a retirement income. They see a bricks and mortar investment as a more tangible and solid approach than say, superannuation, preferring to take their super […]