Articles

May 28, 2024

Asset Allocation and Performance Commentary

Latest strategic asset allocation and performance commentary now available

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May 15, 2024

AT A GLANCE: FEDERAL BUDGET SUMMARY 2024

Please find below a high-level overview of key takeout’s from the Federal Budget Summary 2024 as delivered overnight.

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April 26, 2024

Quarterly Commentary - March 2024

In this quarter’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.

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April 23, 2024

Quarterly Commentary - March 2024

In this quarter’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.

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January 30, 2024

QUARTERLY COMMENTARY - JANUARY 2024

In this quarter’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.

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October 20, 2023

Quarterly Commentary - October 2023

Both stocks and bonds fell over the quarter, as recessionary risks continue to loom, and yields continue marching higher. Inflation and interest rates continue to dominate the market narrative, with “higher for longer” now the consensus. Longer-term performance is still positive, demonstrating the value of taking a long-term view and patience when investing.

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July 6, 2023

Economic Update - July 2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.

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June 1, 2023

Simple Tax Time Tips

With the end of the financial year looming, now may be a great time to start thinking about your tax. There are a number of things that you may be able to do between now and 30 June that could potentially help you maximise your tax refund. Here’s a look at some options to consider.

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March 7, 2023

Are electric cars worth it?

Electric vehicles (EVs) have been a hot topic in recent times, often touted as the way of the future but up until fairly recently, were not a realistic or affordable option for everyday people. But with their prices gradually falling and accessibility growing, combined with high fuel prices and consumers becoming more conscious of their environmental impact, is it time to accelerate into electric?

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January 20, 2023

Economic Update - January 2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: - Will the much-anticipated recession eventuate? If so, how much does it matter? - US and Australian economies still look strong based on growth and employment data - US inflation appears to have peaked (for now) - China abandons zero- Covid policy and is experiencing a significant rise in case numbers.

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December 8, 2022

Economic Update December 2022

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.

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October 27, 2022

Federal Budget October 2022

The Treasurer Jim Chalmers delivered the Albanese Government’s first budget on Tuesday, fulfilling their election commitment to reprioritise expenditure allocated by the previous Government in March of this year.

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