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...
by Ben Maw | Aug 12, 2022 | General, Investment, Market Update
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...
by Ben Maw | Mar 16, 2022 | General, Investment, Market Update
I hope you are enjoying some sunshine after the last few weeks of wet weather, which was officially Sydney’s wettest start to the year on record. Though we may all be enjoying some blue skies and fine weather, it would seem there are some storm clouds building in the...
by Ben Maw | Aug 27, 2021 | General, Investment, Market Update
After the great returns of last financial year, the 2021/22 year has begun strongly. However, as reports of potential headwinds for the market are appearing in the news, I wanted to touch base with a reminder of the power of taking the long view.Short-term market...
by Ben Maw | Apr 8, 2021 | General, Investment, Market Update
A Bond is simply defined as a loan made by an investor to a borrower, where a person who invests in a bond is a debt holder and the issuer of the bond makes a promise to the investor to pay a pre-determined interest rate (bond yield), for a set period (term of...
by Ben Maw | Mar 25, 2020 | Investment, Market Update
When the best advice is to just hold tight I had a troubling email come across my desk this morning, which quoted an executive from one of the countries’ largest industry superannuation funds. The article highlighted that they have seen a rush of clients, who do not...
