March: Australian Equities Perform Well - All GICS Sectors Positive • Global shares had a mixed month. Due to upward movements in the Australian dollar, on an unhedged basis, global shares were down 0.9%, but on a hedged basis were up 2.9%. In a fairly similar result to l...
Market slump in January • Global shares fell 2.2% and 5.1% in unhedged and hedged terms, respectively. Global emerging markets rose 1.2% over the month. • Australian shares performed poorly during January, with the S&P/ASX 200 losing 6.4%. The leading sectors we...
Market perform well despite Omicron • Global shares rose 4.0% and 1.7% in hedged and unhedged terms, respectively. Global emerging markets fell 0.6% over the month, based on continuing concerns around the Omicron variant. • Australian shares performed reasonably well du...
Welcome to our quarterly magazine In Touch Q4 2021 In this edition It's our business to know your business Financial tips that anyone can use There's an app for that Practical tips for financial control after a divorce Financial advice can make all the difference. ...
Mixed investor sentiment abounds Global shares rose 5.4% and 1.7% in hedged and unhedged terms, respectively. The market was led higher by US stocks with the Nasdaq (a tech-heavy index) up 7.3% while the benchmark S&P 500 index was up 6.9% (both in USD terms) as inve...
Energy and Evergrande fear arise Global shares fell 3.8% and 3% in hedged and unhedged terms, respectively. After a period of strong outperformance, growth stocks led by US tech names were the worst performers in September. Inflation fears amidst energy supply issues in Ch...
Risk-on environment persist Global shares rose 2.7% and 3.1% in hedged and unhedged terms, respectively. The market was led higher by US tech stocks as investors anticipated a slower economic growth environment in which more cyclical names will struggle. Australian shar...
Welcome to our quarterly magazine In Touch Q3 2021
In this edition
Financial planning for the year ahead
Understanding the changes to granny flat arrangements
11 tax facts about superannuation
Financial advice can make all the difference
Click her...
Stocks continue to ignore bonds Global shares rose 1.8% and 4% in hedged and unhedged terms, respectively. Growth stocks outperforming following strong earnings results by tech companies such as Alphabet (owner of the Google search engine). Australian shares underperfo...
“Risk on” markets continued Global shares rose 2.4% and 4.7% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from economic recovery reversed in June with growth stocks e.g. US tech performing strongly. Australian shares underperforme...
“Risk on” markets continued Global shares rose 1% and 1.2% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery regained favour in May. Continued decline of coronavirus cases in Europe and the US helped drive th...
Confidence plays a major part in every success story; arguably even more than skill or talent. It’s empowering, liberating, and exhilarating. Confidence is also very attractive and very elusive – hard to gain, easy to lose. You may be surprised to learn that having a financi...
To help you complete your tax return, especially if you’ve been working from home, this checklist outlines income and expenses you need to disclose to the Australian Taxation Office (ATO) when lodging your return. We’ve also provided an overview of the types oftax offsets an...
There’s so much more to it than that. Financial advice is about giving you more confidence, peace of mind and freedom. It’s about having an expert guide to help you reach your goals sooner. Financial advice is also about a whole team of people doing a whole lot of work for y...
As we journey through life, there are all sorts of financial obstacles and pitfalls to negotiate – some are minor speed bumps, but some can cause us major setbacks, and a whole lot of grief. These are the ‘pitfalls’ you need to avoid – IF you see them coming.
Here ar...
Below are helpful resources you may need in the future:
https://www.ato.gov.au/ www.moneysmart.gov.au https://www2.asx.com.au/ http://www.gov.au/ https://www.australia.gov.au/
https://www.servicesaustralia.gov.au/
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Have you: Given up managing your personal budget? Seen your savings disappear on unplanned expenses? Become frustrated trying to repay your debts? Struggled to save for your impending retirement? Given up on your dreams? Shuffled money around to make ends meet?
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Welcome to our quarterly magazine In Touch Q2 2021 – In this edition Indexation of contribution caps TPD insurance: ownership structures How do you know when the advice is right? Navigating your way through a redundancy Get insurance while you’re still bulletproof ...
Global markets continue rising Global shares rose 4% and 3.2% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery faltered in April. Strong profit results for major US tech companies such as Google saw growth...
Financial tips that anyone can use:
Seek advice, listen and follow it
The advice of an expert can get your finances into an achievable financial plan that will help you reach your financial goals sooner. Talk to an expert, listen to their advice and commit int...
Having enough in retirement
At some point you will retire. Many of us hope that is sooner, rather than later.
We hope that we can retire with enough life left in us to enjoy all the things that took a backseat during our working years.
You can look at the ‘Retire...
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