Past Performance…

Last week saw the release of the APRA performance test for default super funds. The reporting requirement covered the 80 or so funds that are classified as MySuper accounts. These…

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With valuations expensive, should you exit or rotate?

Growth sector stocks were the price winners through the COVID-19 crisis. Those companies with a good prospect of future growth in profits from emerging technologies, with little in the way…

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Budget 2021 – Need to Know

The 2021 Budget is out now, and there was something for (almost) everyone. We don’t want to take on an explanation of every lolly that was handed out – rather we wanted to give you a quick lowdown on the parts that have most impact on retirement and wealth without the political fluff. Read on for your need to know quick guide.

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March 2021 Markets update

The S&P/ASX 200 Accumulation Index increased +2.55% in March while the MSCI World Index (A$) was also higher at +4.42%. The global equity indexes were assisted by the conversion back…

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