The Reserve Bank of Australia and the Government may be lamenting the fact that lower interest rates and personal tax cuts haven’t had the desired effect on consumer spending, ...
Summary After starting October on a cautious note, markets became a little more optimistic about global economic conditions as the month progressed. News that the US and China would sign ...
Summary September’s market action was in clear contrast to the previous month. August’s concerns about global growth, trade wars and geopolitics gave way to a somewhat more optimistic ...
In July 2017, the government introduced new rules that make it imperative for higher income earners to pay close attention to their annual super contributions or risk retiring without enough money ...
Summary August was a turbulent month for global financial markets with heightening concerns in relation to the ongoing trade dispute between the US and China, and about how much the ...
The Summary July was all about central banks cutting interest rates to support growth. This spurred equity markets to new highs in both Australia and the US. The Reserve Bank ...
Super regulations are always changing - there have been 43 legislative and regulatory changes in Self-Managed Super alone in the last five years! (1) While super may still be the most tax-effective ...
The Summary May was not a good month for global equity markets. The prime source of concern was the escalating trade dispute between the US and China, leading markets to ...
The Summary With the Federal Election victory now confirmed for the Liberal–National coalition, we no longer need to plan around changes to franking credits, negative gearing, reductions in CGT ...
The Summary In March, the world’s financial markets continued coming to grips with the implications of the sudden slowdown in global growth in recent months. Data for the manufacturing ...
Negative gearing to be limited to newly built properties from 1 January 2020 if Labor wins the election. What this could mean for investors and the property market?
Will this budget result in a comeback for the Government in time for the “sometime in May” federal election? Mike Reynolds demystifies the 2019 Federal Budget
It’s always hard to take time away from the office and our clients, but once again we were reminded of the benefits of bringing our national team together to share knowledge and hone our skills at this year’s annual adviser conference in Melbourne recently.
The Summary February saw further signs of slowing global growth, muted inflation and ongoing geopolitical risks. Key policymakers have responded with more of the “patience and flexibility” message they have ...
Proposed changes to franking credits in SMSFs are on the horizon if Labor is elected in May. There could be significant impacts for retirees with an SMSF who are wholly in the pension phase. Financial adviser, Jason Calleja, explains the potential impact and what you can do to protect your wealth if the proposed changes come into effect.
Whenever market volatility increases, concerned investors naturally want to know if they should do anything different to protect and maximise their wealth. As an investor myself, I understand this. We ...
The Summary After a very difficult month in December, markets bounced back strongly in January as fears about US monetary policy and a potential recession were alleviated by a mix ...
The ‘January effect’ is a well-known phenomenon among economists and psychologists alike. Regardless of market realities, consumer optimism and share prices often see a temporary boost and so does our ...
The Summary 2018 was a year in which global investors significantly reduced their appetite for risk in the face of slower than expected growth, a tightening in US monetary policy, and ...
The Summary Speculation about US monetary policy was the key factor driving markets in November. Comments from senior Federal Reserve officials led the markets to think the Fed is close ...
According to research by Investment Trends, 51% of retirees expect to outlive their retirement savings. If you aim to live on more than the Age Pension (full Age Pension rates plus supplements are $35,916 for a couple, or $23,824 for a single person, applicable since 20 September 2018), you will need to use smart strategies to find the additional income. Unlocking the equity in your home can be an effective way to achieve your lifestyle goals and generate more income in retirement.
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