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Market Update – August 2022

Investment returns for the 21/22 financial year The 21/22 financial year was an incredibly difficult period for investors, share markets retreated from their end of 2021 highs, with Australian shares posting a -7.40% return, US shares posting a -2.40% return and...

New super opportunities from 1 July 2022

Now that the end of financial year is behind us, it is time to shift focus from strategies relating to the management of taxation outcomes and superannuation and begin to look ahead, with some superannuation contribution rules changing from today (1 July 2022). These...

Market Update – June 2022

Well, what a difference six months make.  I wrote a post earlier in the year to outline the strong share market and property returns everyone  enjoyed in 2021.  Interest rates were low, there was no war, property and shares were performing well, and inflation wasn’t...

Smart super strategies for this EOFY

With June 30 fast approaching, it’s time to start thinking about your super for another year. We’ve put together five smart strategies that may benefit you now, and help boost your super. 1. Add to your super and get a tax deductionThis may be right if you ...Are...

March 2022 Market Update

I hope you are enjoying some sunshine after the last few weeks of wet weather, which was officially Sydney’s wettest start to the year on record.  Though we may all be enjoying some blue skies and fine weather, it would seem there are some storm clouds building in the...

Financial Housekeeping for the New Year

With the end of the year on the horizon, we are all likely looking forward to a bit of down time with our family and friends. This can also be the time of year when people reassess many areas of their life, including their finances.  With this in mind, if you are...