Monthly Economic Wrap – January 2023

27 January

This month: In their latest annual report, the World Bank, which lends money to poorer countries for development projects, said it had slashed its forecast for global growth this year by nearly half, to just 1.7%, from its previous projection...[Read More]

Monthly Economic Wrap – December 2022

19 December

This month: Interest rate hikes continues to take place, with Central Banks continuing their march higher. The Reserve Bank of Australia raised interest rates by another 0.25% in early December and the US Federal Reserve is expected to again...[Read More]

Monthly Economic Wrap – November 2022

28 November

This month: Central banks continue to drive interest rates higher, as inflation remains stubbornly high. While the RBA has eased up a little by raising rates by only 0.25% for each of the last two months, the U.S. Federal Reserve is still...[Read More]

Will you be able to live the retirement lifestyle you want to?

25 October

Australians, on average, are living longer than ever, thanks to better health and medical advances. That means the longer you live, the more money you will need for your retirement. Whatever your plans, it’s vital you have a strategy in place so...[Read More]

Monthly Economic Wrap – October 2022

26 October

This month: The Fed continues to raise rates and the hawkish rhetoric is unchanged, with no indication that the Fed will pivot anytime soon. Interestingly, post the end of the quarter, the RBA only raised rates by 0.25% in October, which came...[Read More]

It’s green, but is it a good investment? Here’s how to know

27 September

Investment managers analyse green investments against a range of benchmarks, but it boils down to three things, says Regnan’s Maxime Le Floch. For professional investors ESG benchmarks are now integrated into regular decision making. For...[Read More]

Monthly Economic Wrap – September 2022

27 September

This month: As far as economic trends go, little has changed from last month. The RBA and the Fed have continued to raise rates, the hawkish rhetoric is unchanged and there is still no sign that either the RBA or the Fed will pivot anytime...[Read More]

Stimulus package – What does this mean for you?

25 March

Over the weekend, the Government announced the Coronavirus stimulus relief package to support Australians and the economy weather through the financial impacts from COVID-19. You can read about the announced measures here. We are considering the...[Read More]

[VIDEO] 5 People around the world shared their take on living well

2 January

Money and Life (Financial Planning Association of Australia) What does living well mean to you in 2020? People around the world shared their take on living well in a 30-second video. Find out how five global citizens are planning for their best...[Read More]

Smart Super Strategies for EOFY 2019

14 June

Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year. 1.    Add to your super – and claim a tax deduction If you contribute some of...[Read More]

2016/17 EOFY Alert: Travel Deduction for Residential Rental Properties

13 June

The 2016/17 financial year may be the last year you can claim a deduction for travel to a residential investment property. This rule is still subject to being passed as legislation. However, to avoid any disappointment, if you are a landlord, you...[Read More]