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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...

Market Update – April 2023

How Has Your Suburb Fared in the Property Market Over the Last 10 Years?   We understand that many of you may have seen a recent reduction in the value of your property holdings, which can be attributed to the dramatic increase in borrowing rates. As...

Market Update – February 2023

Economic Update  - Monetary policy / Interest rates and Inflation  The Reserve Bank of Australia (RBA) is in the headlines  - everyone wants to know why things seem so tough. Interest rates are up, property values are down, and everything seems...

Market Update – August 2022

Investment returns for the 21/22 financial year The 21/22 financial year was an incredibly difficult period for investors, share markets retreated from their end of 2021 highs, with Australian shares posting a -7.40% return, US shares posting a -2.40% return and...

New super opportunities from 1 July 2022

Now that the end of financial year is behind us, it is time to shift focus from strategies relating to the management of taxation outcomes and superannuation and begin to look ahead, with some superannuation contribution rules changing from today (1 July 2022). These...