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Federal Budget 2022-23 Analysis

March 29, 2022 10:02 pm Published by Leave your thoughts

A balancing act Billed as a Budget for families with a focus on relieving short-term cost of living pressures, Treasurer Josh Frydenberg’s fourth Budget also has one eye firmly on the federal election in May. At the same time, the government is relying on rising commodity prices and a forecast lift in wages as unemployment heads towards a 50-year low... View Article

Russia invades – what’s the investment impact?

March 1, 2022 2:14 am Published by Leave your thoughts

After weeks of escalating tension and US statements that Russia will attack, Ukraine is now under invasion. As the world watches on while the tragedy of war unfolds, what will the impact on financial markets be? Russia’s military action in Ukraine is first and foremost a human tragedy. Many lives will be lost, and people’s homes, livelihoods, and families destroyed.... View Article

A Helping Hand onto the Property Ladder

February 19, 2022 11:59 pm Published by Leave your thoughts

Buying your first home is always a big step, but with property prices rising faster than pay packets taking that first step seems more challenging than ever. National house prices rose 20 per cent in the year to September, the fastest growth since 1989. Higher prices have also fanned out from capital cities to the regions, as city folk discover... View Article

Kicking Financial Goals in 2022!

February 19, 2022 11:49 pm Published by Leave your thoughts

After a difficult year of COVID disruptions and uncertainty, the summer holidays can’t come quickly enough. It’s a chance to refresh and reflect on the year that was and hopefully set some goals for year ahead. Yet this year more than most, many of us may feel that our personal and financial priorities have shifted depending on our experience of... View Article

Easing into Retirement

February 7, 2022 10:52 am Published by Leave your thoughts

As the nation drifts back to work and study after the summer break, it’s often a time to start putting your New Year’s resolutions into practice. For some, an extended holiday may have convinced you that you are ready for more of the good life and that it’s time to retire. In the past, that would have meant leaving work... View Article

2021 Year in Review

January 7, 2022 9:50 am Published by Leave your thoughts

There are no prizes for guessing what dominated the economic landscape in 2021. For the second year running, the pandemic was the focus for policy makers, markets, businesses, and individuals alike. The year began with hopes that the rollout of vaccines around the globe would stem the spread of COVID-19 and allow economies to reopen. Instead, most countries were hit... View Article

Investing lessons from the pandemic

September 8, 2021 4:03 am Published by Leave your thoughts

When the coronavirus pandemic hit financial markets in March 2020, almost 40 per cent was wiped off the value of shares in less than a month.i Understandably, many investors hit the panic button and switched to cash or withdrew savings from superannuation. With the benefit of hindsight, some people may be regretting acting in haste. Although for others, accessing their super... View Article

The New Financial Year rings in Super Changes

July 27, 2021 8:36 pm Published by Leave your thoughts

As the new financial year gets underway, there are some big changes to superannuation that could add up to a welcome lift in your retirement savings. Some, like the rise in the Superannuation Guarantee (SG), will happen automatically so you won’t need to lift a finger. Others, like higher contribution caps, may require some planning to get the full benefit.... View Article

New legislation on fee disclosure and renewals

July 1, 2021 5:54 am Published by Leave your thoughts

Off the back of the Hayne Royal Commission, changes in the way we manage and administer Financial Disclosure Statements (FDS) and Renewal notices (Opt-ins) have been introduced with legislation coming into effect on the 1st July 2021.   What is changing Where we provide Clients with an ongoing fee arrangement, we will now need to provide: Annual Renewal (Opt-in) Originally this... View Article

Federal Budget 2021-22 Analysis

May 20, 2021 7:21 am Published by Leave your thoughts

Investing in recovery In his third and possibly last Budget before the next federal election, Treasurer Josh Frydenberg is counting on a new wave of spending to ensure Australia’s economic recovery maintains its momentum. As expected, the focus is on jobs and major new spending on support for aged care, women and first-home buyers with some superannuation sweeteners for good... View Article