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Goldilocks stayed for 2024, but what’s in store for investors in 2025?

Posted at 10 Dec 2024 in General Interest by Strategic Retirement Solutions

Key points The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates (but with Australia lagging); and more geopolitical threats (but not as bad as feared). As in 2023, returns were strong. 2025 is likely to see positive...

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Pros and cons of Self Managed Super Funds (SMSFs)

Posted at 17 Nov 2024 in General Interest by Strategic Retirement Solutions

While self managed super funds are not for everyone, they do offer significant benefits. Running an SMSF successfully requires investment, legal, super and admin skills – or the ability to get help from people who have those skills. Having control over how your retirement savings are...

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As value outperforms again, is your portfolio ready?

Posted at 17 Nov 2024 in General Interest by Strategic Retirement Solutions

As value returns to market favour it’s time to check in on your portfolio – but not all value exposure is created equal. A notable comeback in value stocks over the past six months is an important reminder for investors to reassess their portfolio allocations. Value stocks,...

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Ever thought of investing in essential services?

Posted at 17 Nov 2024 in General Interest by Strategic Retirement Solutions

Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns in the process. More than 350 infrastructure and utility companies are listed on global stock markets, with the sector having a combined market capitalisation in excess...

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What is a distribution?

Posted at 17 Nov 2024 in General Interest by Strategic Retirement Solutions

A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest investments in the fund, or any gains made when fund investments (like shares) are sold. So in short, a distribution is profit or income made...

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Nine bad habits of ineffective investors: common mistakes investors make

Posted at 17 Nov 2024 in General Interest by Strategic Retirement Solutions

Introduction In the confusing and often seemingly illogical world of investing, investors often make various mistakes that keep them from reaching their financial goals. This note takes a look at the nine most common mistakes. Mistake #1 Crowd support indicates a sure thing “I will tell you...

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Economic and market overview – November 2024

Posted at 17 Nov 2024 in Economic Updates, General Interest by Strategic Retirement Solutions

Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements in the US set the tone, with the S&P 500 Index rising to fresh all-time highs during the month. Towards month end, however, subdued results from...

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Donald Trump elected President of the US – Implications for investors and Australia

Posted at 11 Nov 2024 in Economic Updates, General Interest by Strategic Retirement Solutions

Introduction Contrary to what would normally be suggested by the solid US economy, low unemployment, falling inflation and strong share market, Donald Trump has been re-elected President of the US. Clearly some combination of the cost of living surge, the immigration blow out and too much...

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Residential aged care changes – what could they mean for me?

Posted at 05 Oct 2024 in Centrelink, General Interest by Strategic Retirement Solutions

The Government has proposed a number of changes to the support available for ageing Australians at home, as well as in residential aged care services. The changes will apply from 1 July 2025. Why are the changes happening? With the number of Australians over the age...

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The First Home Super Saver Scheme (FHSSS): a handy guide for homebuyers

Posted at 12 Sep 2024 in General Interest by Strategic Retirement Solutions

The First Home Super Saver Scheme is a valuable initiative to help first time buyers overcome the challenges of entering the property market. Purchasing a home is a significant financial milestone, but the ever increasing property prices make it challenging for first time buyers in Australia...

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