Market Update – November 2024
The big news today is the return of Donald J. Trump to as 47th President of the USA. Poll’s had it too close to call. But the betting markets had…
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November 6, 2024
What are interest rates telling us?
In the world of finance, the relationship between the Official Cash Rate and bond yields typically follows a predictable pattern: when the RBA or the Federal Reserve cuts interest rates,…
October 13, 2024
The year that was – and what’s ahead?
It was a great financial year for markets. Although things looked a bit shaky in September and October 2023 it was in early November that the markets perked up, and…
July 18, 2024
End of financial year checklist – June 2024
Another financial year is drawing to a close. Have you done your best financially? Now is the time to go through our check list and see if any of our…
May 26, 2024
Market Chatter Q1 2024
Our first chart in this update shows the 12 month returns for some of the major markets that investors generally have exposure to. (we use these common exchange traded funds…
April 1, 2024
Carry Forward Concessional Super Contribution- Use it or lose it!
Way back in 2016 the government introduced a provision in their Superannuation Reform Package that allowed tax payers to carry forward any unused concessional super contributions. We commonly call it…
March 7, 2024
Can I get an Australian Age Pension overseas?
The answer is simple, Yes and No. Without being too obtuse, you cannot apply for and be granted an Australian Age Pension if you are not in the country at…
January 28, 2024
Making sense of Aged Care Fees and the Assets test
Updated 07 January 2024 Einstein is attributed with the phrase, ‘everything should be made as simple as possible, but not simpler’. When it comes to aged care fees, it seems…
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January 7, 2024