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Our latest thinking on the issues that matter most in financial planning, including market updates, investment insights and news.

Investing

Preparing for known unknowns and unknown unknowns

Moods in the lead up to the end of the year are usually brighter. What’s not to love about impending shutdowns and holidays?
Unfortunately, a lot of what I’ve got to say is a mood dampener because the world is in a tense and troubling situation.

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Investing

Market Wrap – Nov 2023

Key events in November Global share prices made a very strong recovery in November after the sharp falls of September and October. Milder global inflation

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Investing

Market Wrap – Oct 2023

Key events in October 2023 Global share prices fell sharply in October. The shock of the violent Hamas terrorist attack in Israel on 7 October

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Investing

Market Wrap – September 2023

Global share prices have finally responded to a wall of worries. High inflation with rising bond yields and interest rates caused global shares (hedged) to deliver a weak -2.7% return for the three months to September. The falling Australian dollar has partly mitigated the impact for unhedged global shares which recorded a negative -0.4% quarterly return.

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Aged Care

Global approaches to aged care

Aged care has been a hot topic in Australia over recent years – and with an aging population, demand on the sector is only going to grow. So, how does our approach to aged care differ from that overseas, and what could the future hold here?

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Financial Planning

Nicole Pedersen-McKinnon: 5 household hacks to help you cut your bills

The start of any financial year is a great time to do an economic audit but, with cost-of-living pressures everywhere, this year it may even be crucial. One of the obvious ways to save money is to cut your ‘discretionary’ spend on life’s nicer things — and consumer sentiment and retail sales data suggest many Australians are.

But an easier, more appealing technique could be to sit down and assess the household expenses that you might consider ‘fixed’ costs. Here are the five household hacks that are usually most effective for economising.

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Investing

4 mind hacks to help turn your finances around

Whether it’s our approach to saving and spending or our willingness to take on debt, psychology plays a big part in determining our relationship with money.

Fortunately, there are plenty of ways you can shift gears mentally to get a better handle on your finances. Let’s take a look at just a few below.

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Investing

Market Wrap – August 2023

Key events in July 2023 Global shares made solid gains in July. Optimism over ‘Artificial Intelligence’ (AI) and encouraging signs that global inflation is moderating

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General

Lodging a tax return

If you earned Australian income between 1 July 2022 and 30 June 2023, you may need to lodge a tax return.

If you’re doing your own tax, you have until 31 October to lodge your return.

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Investing

Market Wrap – July 2023

Key events in June 2023 Global shares made strong gains in June. Optimism over ‘Artificial Intelligence’ (AI) prospects and encouraging signs that inflation is moderating

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Investing

2022-23 financial year in review

“Consumers are being squeezed by high inflation, rising interest rates and tighter credit. These intense pressures may cause a global recession in the coming year. Yet global share markets have delivered very strong returns for the last financial year. Global share gains appear to be reflecting hopes that any economic downturn should be brief as well as the promise of ‘Artificial Intelligence’ (AI).”

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Centrelink

July 2023 Age Pension changes

The Age Pension thresholds will change on 1 July this year. Whilst the changes won’t go live until 1 July, the rates for each category of Age Pension entitlement has been released.

This gives you time to consider what this means for you, depending upon the type of benefit you may receive, or hope to.

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