Market Review – August 2021

International share markets (unhedged) rose 3.09% in August. The performance of hedged and unhedged shares is now fairly similar over longer time periods. However, with a weaker A$, unhedged shares are now outperforming hedged over the past 6 and 12

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Market Review – July 2021

International share markets (unhedged) rose by 4.1% in July. The weaker A$ helped with hedged international shares which did not benefit from the falling A$ only returning 1.8%. The US share market continues to edge higher. European shares also delivered

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Market Review – June 2021

International share markets (hedged) rose by 2.1% in June. Movements in share markets over the month were largely driven by comments from members of the US Federal Reserve (Fed) about the timing of future interest rate hikes. Share markets initially

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Money Matters Edition 2, 2021

Topics in this Edition….(i) Are you insuring away your Super ? (ii) As good as gold (iii)Lesson learned: Staying the course during a market crash…. Please Click here for more information  

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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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