How the different asset classes have fared as at 31 July 2022 International Equities In stark contrast to the previous months, international equities posted strong returns during July 2022. Unhedged returned 6.46%, whilst hedged returned 8.02% across the month. Whilst central banks around the world are continuing to raise rates [Read More]
Market and Economic Update – June Quarter 2022
9 September, 2022 ·
Markets continued to be impacted by inflation and interest rate increases within the second quarter of 2022. Australia, which performed well at the beginning of the year, has been the worst performer on the quarter among the major equity indices. This is primarily due to the significant falls in material [Read More]
United States Presidential Election & Market Update -Dec 2020
4 December, 2020 ·
This publication provides information on the United States Presidential Election & Market Update for December 2020. Please click here to access the full publication.
Federal Budget 2020
12 October, 2020 ·
This is a Guide to the recent Budget changes announced on the 6th October 2020. It is an important issue which we recommend you take the time to read so that you are aware of changes that might impact you. Please CLICK HERE to access the Guide. How can we help? If you are [Read More]
Market & Economic Update March 2020 Quarter
4 May, 2020 ·
Please find attached the Market & Economic update for the March quarter 2020. Click here to access the document
Coronavirus guidance for SMSF Trustees
4 May, 2020 ·
COVID-19 is affecting many self-managed super fund (SMSF) trustees. The following information has been collated to help you navigate these uncertain times. To access the document please click here
Investing in challenging times
4 May, 2020 ·
The coronavirus crisis is first and foremost a human crisis and my thoughts are particularly with those on the front line of this battle. But, of course, its impacting many aspects of life at present, including investment markets. Successful investing can be really difficult in times like the present when [Read More]
Quarterly Market update for December 2018
12 February, 2019 ·
This publication provides information on the Market Review for the December 2018 quarter. Please click here to access the full publication.
End of Financial year checklist – 2017/18
12 July, 2018 ·
The end of the financial year is upon us again. We would like to highlight some issues worth considering as part of your end of financial year planning. We have prepared a Checklist that will assist with your planning. Please CLICK HERE to access the checklist. How can we help? If you [Read More]
December 2017 Update
18 December, 2017 ·
In this Financial Services Update December 2017 we provide you with some important information on the Super changes & non super Investments as well as some important developments for you to be aware of in the 2018 financial year. Recently there has been a lot of interest in Virtual Currencies [Read More]
