by Breanna Strooper | Jul 8, 2026 | Market Economic Update
2026 Financial year in review The Financial Year 2026 was a strong year for global equities, driven by beneficiaries of the artificial intelligence (AI) infrastructure build-out that favoured US technology companies and select emerging markets. Australian equities...
by Breanna Strooper | Jun 30, 2025 | Articles, Investment, News, Retirement Planning, Superannuation
One of the most talked about tax legislation changes that will impact less than 0.5% of the Australian adult population is Division 296.The main controversy of course is that the limit of $3m in super or above, is not indexed. So most young adults today will be...
by Breanna Strooper | Jun 30, 2025 | Articles, Investment, Superannuation
Setting up an SMSF can be complicated. Not getting it right can materially affect your financial situation and retirement plans.The first question you need to be sure about is whether an SMSF is the right fit. Seeking specialised financial advice can help you...
by Breanna Strooper | Jun 30, 2025 | Articles, Investment, Market Economic Update, News
The recent escalation of hostilities between Iran and Israel, now involving direct US military action, has created a complex environment for global investors. Over the past few days, markets have reacted with modest levels of volatility but have largely maintained...
by Breanna Strooper | Mar 13, 2025 | Articles, Investment, Market Economic Update
As of 13 March 2025 In Summary Equity markets have retreated sharply from all-time highs as rapid-fire US tariff announcements have raised growth concerns and undermined the ‘American exceptionalism’ market narrative. Investors are increasingly concerned the Trump...
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