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Economic Video – 90 seconds summary – July 2020
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Economic Update Video – 90 seconds This month’s update is now available and you can view our latest video here.  This video is a 90 second review of last month’s economic developments and a quick summary of some of the key … Continue reading

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Market Wrap for July 2020
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Market Wrap Along with a recap of the markets in June, in our market wrap this month, we look into some of the reasons why stock markets have been performing strongly during the current challenging economic times.   Please click … Continue reading

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July 2020 Update
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July is here along with the winter chill. But July also signals the start of a new financial year and chances are most Australians are happy to say goodbye to the last one. This year more than ever it’s a … Continue reading

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Economic Update and Market Wrap – May 2020
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Economic Update Video – 2 minutes You can also see our latest economic update video here.   This video is a 2 minute snapshot of the month and is a quick summary of some of the key information.   Market Wrap There … Continue reading

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How social isolation has shifted our financial priorities and more – May Newsletter
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After an extraordinary month of social and economic hibernation, there are positive signs that some of the restrictions on our everyday lives will soon be loosened somewhat. This is welcome news for households, businesses and our economy.   In our … Continue reading

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Our Winter Newsletter – Post Election and Tax Planning
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The end of the election uncertainty and the investor-friendly policies of the Coalition produced a relief rally on financial markets. The Australian dollar bounced back above US69c on Monday after falling to three-year lows the day before the election, while … Continue reading

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Super incentives: Where are we post-election?
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After the surprise win for the Coalition in the federal election, many people are wondering exactly where we are when it comes to superannuation and what will be tweaked under the new government. The significant legislative changes that came into … Continue reading

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Liberal versus Labor: How they will tinker with your super
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With the federal election less than a week away, many Australians are wondering how their nest egg will be impacted by the different policies.  With superannuation being a near $3 trillion-dollar pot of gold for the parties, we look at … Continue reading

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How Labor can’t touch this multi-millionaire and their franking credits
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There is one thing for sure in the lead up to this election – it seems everyone is getting fired up over refundable franking credits and they aren’t holding back on their criticism.  However, there is one thing I have … Continue reading

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Private Health Insurance Hike – Average premium increases by insurer by year
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Insurer Average increase with rate protection (%) 2013 2014 2015 2016 2017 2018 2019 ACA Health Benefits Fund Limited 5.89% 5.78% 4.96% 6.19% 4.70% 2.72% 3.23% Australian Unity Health Limited 5.23% 6.62% 6.26% 5.05% 4.46% 3.89% 3.35% BUPA HI Pty … Continue reading

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