News & Articles
Keep up to date with the latest financial news
and information from our experts
September 2024
Welcome to spring, a season that might be motivational for personal, business and financial renewal. We hope you enjoy the sunshine and warmer weather. Global stock markets – including the...
Spring 2024
Welcome to Spring, a season that might be motivational for personal, business and financial renewal. We hope you enjoy the sunshine and warmer weather.Global stock markets – including the ASX...
August 2024
Most of us have been experiencing unexpectedly cold temperatures and high rainfall lately but the good news is that spring is on the way. As the days grow longer and...
Investing Cycles – Lessons from the Magnificent 7
When it comes to investing in shares, it’s often said that time is your friend. The data shows that investing small amounts consistently over time and riding out the ups...
July 2024
With the shortest day behind us, the longer days ahead will give us a chance to enjoy the outdoors, even if there’s still a need to rug up.Technology stocks have...
Going for Gold
Gold fever is in the air and it’s not just the prospect of medals at the upcoming Paris Olympics. Gold prices have been climbing strongly in 2024 as investors, jittery...
Market Movements & Economic Review – May 2024
Stay up to date with what's happened in markets and the Australian economy over the past month. The run of stronger-than-expected domestic inflation figures continued in May. The higher-than-expected inflation...
How to end the Financial Year on a High Note
As the financial year draws to a close, it's the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care...
Winter 2024
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Understanding the NEW $3 million Superannuation Tax
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not...
Market Movements & Economic Review – May 2024
Stay up to date with what's happened in markets and the Australian economy over the past month. As eyes turn to the 2024-25 Federal Budget, stronger-than-expected domestic inflation was recorded...
2024-2025 Federal Budget Analysis
Click here to download this article as a PDFDownload What does the Federal Budget mean for me? Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein...