A surplus for now but stormy seas ahead Treasurer Jim Chalmers bills his 2023 Federal Budget as an economic strategy to help ease cost-of-living pressures. To that end, he has delivered a modest but welcome package of cuts to healthcare, housing and energy costs as well as boosts to welfare payments for single parents and […]
Stay up to date with what’s happened in the Australian economy and markets over the past month. March was marked by banking failures in the US that sent ripples through global sharemarkets. However, the first quarter of 2023 ended on a note of optimism in Australia due to better-than-expected inflation figures and expectations of a […]
Stay up to date with what’s happened in the Australian economy and markets over the past month. China’s plans to kickstart its economy after the pandemic shutdown have been dominating the news this month and will have worldwide implications, not the least for Australia. Australian shares were up nearly 8% in January while US […]
Stay up to date with what’s happened in Australian and global markets over the past month. Our July update video takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020. Please get in touch if you’d like assistance with […]
As the new financial year gets underway, there are some big changes to superannuation that could add up to a welcome lift in your retirement savings. Some, like the rise in the Superannuation Guarantee (SG), will happen automatically so you won’t need to lift a finger. Others, like higher contribution caps, may require some planning […]
Luxury inner city apartments marketed as ‘perfect for empty nesters’. TV shows where cool older divorcees live in luxury on the waterfront. The ‘grey nomads’ community selling up and taking off in their camper vans. Even twenty years ago, the idea of downsizing wasn’t really part of our culture. The parental home was something to […]
Stay up to date with what’s happened in Australian and global markets over the past month. Our March update video also takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020. Please get in touch if you’d like […]
At a time when many people have been focused on their family’s health and livelihood, having adequate life insurance has never been more important. Yet the gap between what we need and what we have, has been growing. Life insurance is all about ensuring your family can maintain their lifestyle if you were to die […]
What started as an issue few people understood and even fewer cared about has suddenly become a flashpoint for self-funded retirees as we head into a federal election. Yes, we’re talking about cash refunds of franking credits. Even if you’re not directly affected it’s worth paying attention, because it’s an $8 billion issue that affects […]
The Federal Budget on October 6 was the start of a pivotal month on the economic scene. Budget estimates released later in the month revealed a deficit of $132.5 billion in the year to September. While the deficit is expected to peak next year, there are also some positive signs emerging. The ASX200 finished slightly […]