Financial strategy insights

Investment considerations for Australians in the new Trump era

Patrick Broughton, Investment Committee Chairman

Last month’s inauguration of the 45th President of the United States has the world talking. There has been and will be countless column inches about...Read more

Why you should consider investing in real assets

Lyle Meaney, Managing Director, Family Wealth Management

With global inflation starting to pick up, real assets like infrastructure and property provide investors with interesting alternatives. These assets are...Read more

Three timely considerations to support retirement under the new super rules

Nerida Cole, Managing Director, Financial Advisory

On November 23, the complex proposals heralding Australia’s biggest change to super in 10 years received the approval of the Senate. And while the...Read more

Revisions to super open a window of opportunity

Nerida Cole, Managing Director, Financial Advisory

The government’s latest decision to drop the unpopular $500,000 lifetime non-concessional cap provides a highly valuable opportunity for proactive...Read more

Why financial planning is key to your wellbeing

Lyle Meaney, Managing Director, Family Wealth Management

The need for personal financial advice to underpin the overall wellbeing of an individual is becoming very apparent. Recent research released by the...Read more

Indian summer – capitalising on emerging market consumption

James Brown, Portfolio Manager, Walsh & Company

Already a force to reckon with, emerging markets are commanding more economic and political power as they grow and flourish thanks to rising trade and...Read more

Euro games – the effect of geopolitics on investing today

Patrick Broughton, Investment Committee Chairman

Global politics is currently very interesting and notwithstanding the situation here at home, it is timely to take stock of the underlying market situation...Read more

To HELP or not to HELP

Nerida Cole, Managing Director, Financial Advisory

The value of a university education can really help children prosper, but it comes at a cost.  A big question for many parents is understanding the...Read more

What to do with super before June 30

Nerida Cole, Managing Director, Financial Advisory

The May Federal Budget announcement revealed a number of proposed changes to superannuation. It included the introduction of a $1.6 million pension...Read more

The upside of spouse contribution splitting

Nerida Cole, Managing Director, Financial Advisory

Superannuation was a key feature of this year’s Federal Budget and the breadth and complexities of the proposed changes are creating confusion for...Read more

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