Economic and market overview – November 2024
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...
Donald Trump elected President of the US – Implications for investors and Australia
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...
Residential aged care changes – what could they mean for me?
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...
The First Home Super Saver Scheme (FHSSS): a handy guide for homebuyers
Posted at 12 Sep 2024
in General Interest
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,...
There remain five reasons to expect the $A to rise
Back in November we saw five reasons to expect a higher $A. These largely remain valid and the $A seems to be perking up again. Firstly, from a long-term perspective...
Mortgage versus super – a common dilemma
Posted at 15 Aug 2024
in General Interest
Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt free turning their attention to building up their super. But with interest rates...
Is it worth salary sacrificing into super?
Posted at 15 Aug 2024
in General Interest
Let’s explore the ins and outs of salary sacrificing into your super and help you determine if it's worth considering as part of your financial strategy. We're all familiar with the...
How to determine asset allocation
Posted at 15 Aug 2024
in General Interest
Asset allocation is the process of dividing funds between different asset classes including cash, bonds, property and shares. This takes place as spreading resources across different asset classes can help...
Decoding cognitive biases: what every investor needs to be aware of
Posted at 15 Aug 2024
in General Interest
Common human biases that investors should understand when it comes to investing is extremely important. These biases are ingrained in human nature, leading to tendencies to oversimplify, rely on quick...
Artificial Intelligence (AI): what does it mean for investing?
Posted at 15 Aug 2024
in General Interest
AI is revolutionising the world of investing in ways previously unimaginable. Technological advancements have continuously reshaped the way we invest and manage our money. One such example that has been gaining...