What the 2025 Federal Budget Means for You The Federal Budget released on 25 March 2025 includes a range of measures aimed at easing cost-of-living pressures, supporting working families, encouraging home ownership, and improving healthcare access. While many of these announcements are not yet law, they...
Market Trends: January 2025 [vc_video link='https://www.youtube.com/watch?v=VzrFgPQOZYU&t=1s'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Asset class performance Steadier bond yields helped produce better returns for growth assets in January after a steep rise in yields saw weaker growth asset performance in December. December’s yield increases, in turn, reflected confirmation...
10 Steps to Successful Investing in 2025 and Beyond The New Year is the perfect time to revisit your investment strategy and set a fresh course for the year ahead. Whether you’re fine-tuning a well-established portfolio or just getting started, taking a few practical steps can...
[vc_video link='https://www.youtube.com/watch?v=5g22qy6DrLI'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Asset Class Performance October was generally a risk-off period with declines in both global equity and bond returns. Solid US economic data and uncertainty ahead of the US Presidential election saw both bond yields and the $US rise,...
Why Does a Consistent 1% Outperformance Matter? At first glance, earning 1% more than the market benchmark might not seem significant. But thanks to compounding, even small gains can add up to a big difference over time. What is Alpha, and Why Does It Matter? Alpha is the...
How Much Do You Need to Retire in 2024? Retirement is a significant milestone that requires careful financial planning to ensure you can maintain your desired lifestyle. Understanding how much you need to retire comfortably is crucial, as is knowing what options are available to supplement...
Investing in REITs (Listed Property): A guide for Australian Investors What are Real Estate Investment Trusts (REITs)? REITs or real estate investment trusts, are listed securities that own, operate or finance income-producing real estate. This can include office towers, hotels, shopping centres and warehouses. As rates go...