News, views and more

More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

Bull or Bear: What does the future hold for investors?

Many leading economists and market professionals believe that we are now in the early stages of a cyclical change in the economic landscape, following three decades of low inflation and shrinking interest rates. It's a challenging time for..

Read more

Beware the Share Market Hype

Share markets around the world rallied in November on the back of a Biden US election victory plus vaccine optimism. In the US alone, $90bn flowed into equity funds in just three weeks!

I am reading articles stating that 2021 will be a great year in..

Read more

What are the implications of a Joe Biden presidency and how will it affect your financial future?

The victory of Democrat challenger Joe Biden in the Presidential race will see a different USA to the one the world has grown accustomed to under the Trump Administration. The focus will be on countering a new surge in the coronavirus pandemic..

Read more

Coronavirus COVID-19 is here. What does it mean for investors?

The Coronavirus COVID-19 is of obvious concern to investors. Just what will it mean? At times like this, opinions abound. Commentary is ranging from:

Read more

Many investors are guilty of committing these 3 investment mistakes

We have been in a bull market since the GFC (2008). Because of this prolonged cycle of bullish prosperity, many investors have become complacent in their investment strategy as they expect the traditional asset market (shares) to continue to go up...

Read more

Thinking of developing a property? Unexpected costs & how to avoid them

If you have a small property development project in mind, there are some essential factors to consider before purchasing that dream block. A range of taxes, duties and other unexpected costs can quickly add up.

Read more

Important update on discretionary trusts

The NSW government recently introduced a bill whereby virtually all discretionary trusts may be deemed to be foreign trusts, regardless of whether they have any foreign connection or not. 

Read more

Super Guarantee Amnesty Resurrected

The Government has resurrected the Superannuation Guarantee (SG) amnesty giving employers that have fallen behind with their SG obligations the ability to “self-correct.” This time however, the incentive of the amnesty is strengthened by harsh..

Read more

Tax warning on overseas income

Do you earn income overseas? A recent case highlights why you might pay more tax than you thought on foreign income.

Read more

What would happen if…

Life does not always go to plan. While we logically know that, most of us don’t plan for the worst - it’s all a bit morbid and time consuming.

Read more
1 2