Property, shares, crypto, the old holiday house and the family trust. What changes, what doesn’t, and what it costs, before and after. This week I wrote a short piece for The Bugle on what the Budget means if you own an investment property. This is...
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Kiama Power, Gerringong Breakers, Jamberoo Cricket – and the quiet economics of a Saturday morning Cloudbreak Wealth is now a proud sponsor of three local sporting clubs: Kiama Power Australian Football Club, Gerringong Breakers Soccer C...
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What do President Trump’s tariffs mean for global markets? They’re having an impact already, and certainly not in a positive way. Here are four immediate impacts and their effects on markets. Indirect Tax on the Poor Tariffs...
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When I was growing up, we were always taught that there are certain topics you just avoid talking about. Money, politics and religion. While that might be sound advice for dinner party conversation, it seems that it permeated into everyday life. In m...
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The momentum from the first quarter continued into the second across economies, and this was reflected in equity markets. Early in the quarter, focus was on the strength of the US economy which translated into fears of overheating and therefor...
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Cloudbreak Wealth was very proud to sponsor the annual Kiama Beach Tag tournament held on beautiful Kendall’s Beach on Saturday March 9th. This one-day tournament is going from strength to strength, and in its third year had almost 80 teams compete...
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Performance It was a solid start to equity markets for the 2024 calendar year. Many were wondering if the market would continue from the Christmas rally we saw in December, and while the first few days of the year were down, they seem a distant memor...
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It is profitable investing in both your own future, and the planet’s too. Traditional approaches to investing capital are now integrated with modern approaches to delivering positive social impact. A few quick decisions for you to make, before you ...
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In February of this year, the Federal Government announced proposed changes to taxation of superannuation balances above $3m. As with most proposed legislation changes, there has been concern, confusion, and lots of noise around the matter. Ke...
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