Market Review – May 2021

Australian and International Equities  May was a volatile month for equity markets. Inflation worries caused a drop in the first half of the month with the ASX All Ords down -1.83% at one point. It then rebounded strongly in the

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Top 10 End of Financial Year Strategies for Clients

Please find details relating to the Top 10 End of Financial Year Strategies for clients, which we trust you will find informative. Should you wish to discuss any of these strategies in further detail, please do not hesitate to contact your

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Minimum Pension Payment Relief Extended 12 Months

On 29 May 2021, the Government announced an extension of the temporary reduction in superannuation minimum drawdown rates for a further year to 30 June 2022 as part of its response to the coronavirus pandemic.  For financial years 2019/20, 2020/21

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Market Review – April 2021

Australian Equities April was a great month for the Australian Share market with the S&P/ASX All Ord rising 3.92% over the period.  Traditionally the month is a strong month for the share market as the end of financial year approaches.

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Market Review – March 2021

Domestic and International Fixed Income After rising sharply in February, US Treasury yields continued to edge higher in March (prices fell), reflecting an improving outlook for the global economy due to the ongoing rollout of vaccines and the prospect of

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Money Matters – Edition 1, 2021

In this Edition: Life Insurance: Why everyone needs to think about coverage Balancing Act: Why risk and return are both needed for investment Small but mighty: Small caps offer outsized potential How society is tackling ageism Markets end year with

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Market Review – February 2021

Australia Equities The S&P/ASX All Ords recorded a gain of 1.43% in February. It was a volatile month for Australian shares due to fears of inflation and a possible lift in interest rates in the near future. The best performing

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Market Review – January 2021

The year began rather dramatically. In the US, President Donald Trump called out to his supporters to help him contest the November US election results, which saw thousands of pro-Trump supporters descend onto the White House. The mob shattered windows,

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Market Review – December 2020

The ASX All Ords was on track for a stellar December prior to the emergence of a new cluster of COVID-19 cases in Sydney’s northern beaches on 9 December 2020, which saw markets tempering expectations of a swift recovery. Despite

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Money Matters – Edition 4, 2020

In this Edition: Life insurers tackle COVID-19 mental health challenge. Why Buy Now, Pay Later services could replace credit cards. How PropTech is revolutionising buying and selling houses. Why 60-year-old ‘Super Agers’ can outperform 20-year-olds. Markets remain resilient in face

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