Market Wrap

Each month we publish Market Wrap, a summary of the previous month’s local and international economic highlights. Economic and Market Overview With inflation at 40-year highs in the US and UK and at a 60-year high in Europe, central bank policy remained front and centre of attention globally. The ongoing war in Ukraine and further upward pressure on energy prices also cast a shadow over markets. Risk assets continued to…  Read more

Market Volatility

Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments. In times like these, it is important to understand the causes of market movements and how to minimise your risk. With extreme market fluctuations occurring over the past week, it is understandable that you may be feeling anxious around the short-term impacts on your investment portfolio. Our market…  Read more

ATO tax time targets

With tax season almost upon us the Australian Taxation Office (ATO) has revealed its four areas of focus this tax season. Record-keeping Work-related expenses Rental property income and deductions, and Capital gains from crypto assets, property, and shares. Plus a refocus on business tax debt collection following the pandemic. We work through all of this in our Tax Time Targets download which also includes a overview of what we can…  Read more

Important things to know about an Estate Plan

If putting together your estate plan isn’t at the top of your priority list, you’re not alone. It’s something that people typically don’t want to do–for a variety of reasons. It’s not fun to think about what happens after we’re gone, and we often believe we have a lot of time to get our affairs in order. No matter how large or small your estate is, you need a plan…  Read more

Financial Planning to Ensure Financial Independence for Women

Financial independence is an important goal for many people. It means you have the ability to support yourself financially, without relying on others for assistance. It also means you control your finances because you make your own financial decisions, rather than someone else making them for you. Regardless of who you are, financial independence makes it easier for you to achieve your dreams. It also gives you the peace of…  Read more

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