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Investment Returns for 2023-24

Everyone's curious about how their investments did last year. Here’s what you need to know: Everyone will be anticipating what their superannuation fund will return for the 2023/24 financial year, with an expectation that an average balanced fund will return somewhere...

Inflation and Interest Rates

Wondering about interest rates? Both savers and those with a mortgage are curious about where rates might go. The current RBA cash rate is 4.35%. Inflation is likely to play a big role in determining which way interest rates move. Right now, domestic inflation is...

Tax Changes

Great news! From 1 July 2024, everyone gets a tax cut. Here's a quick look at the new tax rates compared to last year (these rates exclude the 2% Medicare levy): Want to see how much extra you'll be taking home this year? Check out the Tax Cuts Calculator provided by...

Market Update – October 2023

In these times of heightened market volatility, I want to provide you with a comprehensive October market update that aims to put recent fluctuations in investment markets into context. Alongside this, I've compiled some valuable tips to help you reduce costs and...