Investment & Economic Snapshot July 2024 Highlights Selected market returns (%), July 2024 Key market and economic developments in July 2024 Financial markets The technology sector cools as small caps rally The MSCI World Index (AUD) gained 4.1% in July, in a volatile month for global equity markets. Australian and US equities reached new all-time […]
Category Archives: Blog
05
Aug
Aug
Changes to legislation may allow super fund members to contribute more than the standard concessional contribution cap of $30,000 per annum. This is known as the carry-forward concessional contribution rule (also known as the catch-up concessional rule). It may allow super fund members to utilise any unused amounts of their concessional contribution cap from previous […]
15
Jul
Jul
For most Australians who want to retire early, the youngest age you will be able to access all your superannuation benefits is at age 60. However, if you wanted to retire sooner than age 60, what would you need to do? Some people may have heard of the FIRE movement, which stands for Financial Independence […]
15
Jul
Jul
For many people, the financial situation of just keeping your head above water while paying off the mortgage and raising children is something that will keep the thought of retirement a distant thought. You are sure that you will have plenty of time to plan for this in the future. But once you reach the […]
09
Jul
Jul
Key market and macroeconomic developments FY 2023/2024 Jul 2023 The US Federal Reserve (Fed) increased rates by a further 25 basis points, citing concerns about inflation and tight labour markets for its decision. US and Australian Government bond yields rose throughout the month. Global financial markets improved, with most major financial assets generating solid returns […]
02
Jul
Jul
As the tax year concludes and many individuals prepare their personal income tax return, we start to realise how much income tax we pay to the Australian Taxation Office (ATO). When you factor in GST and Excise Taxes, the total tax burden can be surprising. Once you realise how much tax you paid last financial […]
18
Jun
Jun
You have spent your working career building your Superannuation and investments to provide you with a stable income in retirement. Now that you are retiring, you need to ensure that you invest these funds appropriately to ensure that they provide you with the income you need to fund your lifestyle in retirement. As there are […]
18
Jun
Jun
With so many investment options available, working out where you should invest your money can be confusing for many people, especially as there is no single best investment option that works across the board. Also, there are a number of things that high net worth individuals should consider before they invest, which adds to the […]
