In late March the federal government released their budget for 2022/23 and as you would have guessed it was certainly geared towards announcements that will appeal to the voters, given an election is not far away. For once, superannuation was general...
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Performance There were several factors at play in the first quarter this year around the world that saw equity markets sell off. Not least of these was the Russian invasion of the Ukraine – more on that below. Secondly, the US Federal Reserv...
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Summary: Be careful of financial advisers that claim to be experts in aged care advice. You may think you’re ‘buying a unit’ in a retirement village when in fact you’re lending a property developer your money, unsecured and interes...
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New year’s resolutions are made with the best intentions. Unfortunately, they are not usually followed through. There are many reasons why this might be the case. Here are 5 ways to help you overcome the challenges and succeed with your financial n...
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Let’s face it, the majority of the population spends their working life, building wealth and looking forward to that day, sometime in the future, where they can pull up stumps and enjoy the fruits of their labour. A few tweaks here and there can ...
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Performance It was another positive quarter for equity markets globally, rounding out a very strong calendar year. Market returns for the period were as follows: ASX200 +1.53% S&P500 +10.65% NASDAQ +8.28% Before we go on, it’s worth mentioning ...
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Performance It was a flat quarter in terms of market performance with the Aussie 200 rising 0.25% which is almost identical to the US market with the S&P500 rising 0.23%. Tech came under some pressure towards the end of the quarter, with the NASD...
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These days, we have a wealth of information at our fingertips. So, checking your investments is easier than ever. But even with a positive investment return over the long-term, checking your portfolio too frequently can make you feel unhappy. Humans ...
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For several reasons, investment bonds are being increasingly utilised by a broad spectrum of the public. Some of the motives behind making use of investment bonds include: I want to put money aside to help the kids (or grandkids) in fut...
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