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…
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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
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…
January 7, 2024
2023 Budget update
The 2023 Budget is out now, although most of the detail had been well telegraphed over the last few weeks. The forecast for the 2023 financial year is that the…
May 10, 2023
Interest rate news for investors
This week saw Australian economists blind-sided by another 25 basis point (0.25%) interest rate hike from the Reserve Bank. The official cash rate now stands at 3.85%. Some fixed income…
May 4, 2023
Silicon Valley Bank closure
A run on banks and cryptocurrency
An old fashioned bank run – accelerated by rumours that spread at internet speed and massive withdrawals – hit Silicon Valley Bank (SVB) on Thursday. Depositors pulled a massive $48…
March 12, 2023
2022 wrap and 2023 outlook
The year 2022 was a stinker. In financial terms at least. The Russian invasion of Ukraine, leading to an energy crisis, resulting in rampant inflation, followed by central banks around…
January 16, 2023