by Ben Maw | Jul 5, 2024 | General
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...
by Ben Maw | Jul 5, 2024 | General
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...
by Ben Maw | Jul 5, 2024 | General
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...
by Ben Maw | Feb 15, 2024 | General, Investment, Market Update
As we reflect on the investment landscape of 2023, one undeniable lesson emerges: the importance of diversification in achieving financial success. The past year has seen remarkable fluctuations across major investment markets, reaffirming the age-old wisdom of not...
by Ben Maw | Oct 24, 2023 | General
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...
by Ben Maw | Jun 12, 2023 | General, Investment, Market Update, Planning
As June 30 approaches, it’s time to consider tax planning. Below, I have summarised 12 commonly used strategies to consider. Where appropriate, I have added links to where further information can be found. These tips are general in nature, so please contact me and/or...
