Quarter In Review – September 2024

Quarter In Review – September 2024

“Nothing to see here” was the first thing that came to mind in the September quarter given how exceptionally strong returns were. But that couldn’t be further from the truth given how action-packed the period was with bursts of heightened market volatility, a...
Federal Budget Summary 2021-22

Federal Budget Summary 2021-22

Most measures were predicted and are beneficial, with the exception being the return to default rate drawdown levels for Account Based Pensions. This will force retirees to draw a higher income than what they may need from their retirement nest egg. Pleasingly surplus...
Market Update: April 2021

Market Update: April 2021

The COVID collapse in markets in March 2020 has not only fully recovered, the US market is now higher than it was pre-crash. This is an incredible rebound, however we remain cautious as valuations are now stretched (share prices may be expensive). Existing portfolios...