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My take on the 2026 Federal Budget Changes
The Federal Budget for 2026 has been creating a lot of headlines, concerns and speculation. I can understand why! The proposed changes to the current tax regulations, specifically around negative gearing and Capital Gains Tax, are the most significant I have seen...
Gold Fever Is Back – Should You Catch It?
I’ve had a few clients recently ask about gold or mention the news articles showing people lining up to buy a physical bar. There’s no doubt the past few years have seen strong demand for the precious metal. The graph below shows how $10,000 invested in...
Market Volatility and Staying the Course
I’ve recently received several calls from clients concerned about market volatility and the impact of the current political environment on their portfolios and retirement savings. With Trump returning to office in the US, a wave of policy announcements has sparked...
A Steady Path to Strong Investing
History shows us that sticking with your long-term investment plan can be the key to success. But the emotional swirl of short-term market movements can often make us feel less confident as investors. To help you stay focused on your goals, I’d like to share the 2024...
Investment Returns for 2023-24
Everyone's curious about how their investments did last year. Here’s what you need to know: Everyone will be anticipating what their superannuation fund will return for the 2023/24 financial year, with an expectation that an average balanced fund will return somewhere...
Inflation and Interest Rates
Wondering about interest rates? Both savers and those with a mortgage are curious about where rates might go. The current RBA cash rate is 4.35%. Inflation is likely to play a big role in determining which way interest rates move. Right now, domestic inflation is...