January 30, 2024
Quarter-End Market Commentary | January, 2024
Overview • 2023 was a strong year for most asset classes.
Articles
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January 5, 2024
AT A GLANCE: FEDERAL BUDGET SUMMARY 2024
Please find below a high-level overview of key takeout’s from the Federal Budget Summary 2024 as delivered overnight. Labor’s third Budget was filled with measures aimed at easing the cost of living, with energy bill relief supplementing Stage three tax cuts. Importantly for pension clients, social security deeming rates will stay at their current levels for a further 12 months. Superannuation was largely left unchanged although the Treasurer announced plans to pay 12 per cent super on government-funded Paid Parental Leave. For small businesses, the government announced it would extend the$20,000 small business instant asset write-off by 12 months until 30 June2025.
July 1, 2023
ECONOMIC UPDATE - JULY 2023
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.
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June 1, 2023
SIMPLE TAX TIME TIPS
With the end of the financial year looming, now may be a great time to start thinking about your tax. There are a number of things that you may be able to do between now and 30 June that could potentially help you maximise your tax refund. Here’s a look at some options to consider.
February 1, 2023
ARE ELECTRIC CARS WORTH IT?
Electric vehicles (EVs) have been a hot topic in recent times, often touted as the way of the future but up until fairly recently, were not a realistic or affordable option for everyday people. But with their prices gradually falling and accessibility growing, combined with high fuel prices and consumers becoming more conscious of their environmental impact, is it time to accelerate into electric?
January 1, 2023
ECONOMIC UPDATE - JANUARY 2023
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: - Will the much-anticipated recession eventuate? If so, how much does it matter? - US and Australian economies still look strong based on growth and employment data - US inflation appears to have peaked (for now) - China abandons zero- Covid policy and is experiencing a significant rise in case numbers.
August 15, 2022
ECONOMIC UPDATE AUGUST 2022
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: - Central banks continue to remove policy easing at a rapid rate - Slight easing of supply-side bottlenecks is hoped to result in a softening in inflation data - Australian unemployment rate now the lowest since 1974! We hope you find this month’s Economic Update as informative as always. If you have any feedback or would like to discuss any aspect of this report, please contact our team.
May 31, 2022
Smart super strategies to consider before the end of the financial year.
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year
May 4, 2022
ECONOMIC UPDATE MAY 2022
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: - US Fed talks of bigger and quicker rate increases than recently anticipated - US growth surprised on the downside with the economy actually contracting in the March quarter of 2022 - Australian inflation rises strongly on the back of fuel prices and construction costs. We hope you find this month’s Economic Update as informative as always. If you have any feedback or would like to discuss any aspect of this report, please contact us.
April 5, 2022
Economic Update April 2022
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.
March 30, 2022
Federal Budget Summary2022
Please find below a high-level overview of key takeout’s from the Federal Budget Summary 2022 as delivered overnight.
February 25, 2022
Market Volatility & Europe
In this update we provide an overview of the market volatility and the impacts of the Russian invasion of Ukraine.
February 8, 2022
Economic Update - February 2022
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.
January 14, 2022
What is inflation and what does it mean for 2022 ?
Learn how inflation is calculated and how this might impact you.
January 13, 2022
Economic Update - January 2022
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.
January 7, 2022
ECONOMIC UPDATE JULY 2022
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: - How far will the Fed go in raising official interest rates? - Russia on the back foot economically as sanctions bite - Australia jobs data still strong and unemployment remains below 4.0%. We hope you find this month’s Economic Update as informative as always.
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December 2, 2021
How will our children ever afford to buy a home?
For kids trying to save a deposit for their first home escalating prices can make a purchase seem like the impossible dream.
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November 1, 2021
Economic update - November 2021
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.
October 7, 2021
Economic update - October 2021
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.
September 17, 2021
Economic update - September 2021
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.
September 17, 2021
What is MySuper and what does it mean for me?
On 31 August, the Australian Prudential Regulation Authority (APRA) released results for the first Your Future, Your Super (YFYS) annual performance test. Broadly, the net return of a superannuation fund’s MySuper product was assessed against a benchmark assessed by APRA. Products that underperform that benchmark by 0.50% or more will fail the test.
September 6, 2021
Estate Planning - Superannuation
We have had a uptake in enquiries regarding superannuation nominations and different nominations available. We thought it was important to have a refresher on the topic.
September 1, 2021
Carry forward your unused contribution caps and catch up on your super savings
In the same way that telcos let you ‘roll over’ unused data on your phone plan, super funds can now bring carry forward the unused portion of your concessional contributions caps.
August 18, 2021
Property update - August 2021
Growth cycle tapering as housing becomes less affordable.
August 10, 2021
Economic update - August 2021
Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe.
July 28, 2021
Property update
Australian dwelling values finish the financial year 13.5% higher, but a loss of momentum is clear.
July 12, 2021
Economic update - July 2021
Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe.
June 15, 2021
Economic update - June 2021
Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe.
June 8, 2021
Tax time tips for 2020/21
As the end of financial year approaches, we’ve put together some tips to help you maximise your tax effectiveness.
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May 31, 2021
Actions you can take this World Environment Day
World Environment Day on June 5 gives us all a chance to think about how we can protect this beautiful planet of ours.
May 12, 2021
At a glance: Federal Budget Summary 2021
Please find below a high-level overview of key takeout’s from the Federal Budget Summary 2021 as delivered overnight.
May 12, 2021
Economic update - May 2021
Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe.
May 10, 2021
Property update - May 2021
Australian housing values lifted by 1.8% in April according to CoreLogic’s national home value index.
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Economic update - April 2021
Within this month's update, we share with you a snapshot of economic occurrences both nationally and from around the globe.
Property update - April 2021
National home value index rises at its fastest pace in 32 years
