Planning for a smooth wealth transfer Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent over the past decade, according to a report by JBWere. i This figure is expected to grow rapidly over the next 20 years, reaching $5.4...
Client Investment Seminars – May 2025 In May, we hosted our latest Client Seminars in Sydney, Melbourne, and Rockhampton, bringing together clients for timely updates on the current investment landscape and insights into our partnership with JANA. All three...
June 2025 Insights With the federal election now behind us and another financial year drawing to a close, it’s the perfect time to reflect on all you’ve achieved over the past 12 months and prepare for a fresh start in the financial year ahead. During May, while...
Explainer – How do bonds work? Unlike shares, bonds are not usually the flashy upstarts of the investment world, with every move reported in the media. But the Trump Administration’s extraordinary reshaping of global trade—marked by on-again, off-again tariffs...
May 2025 Insights April was marked by economic uncertainty and global trade tensions, which led to market declines and volatility. These factors are expected to influence the Reserve Bank of Australia’s (RBA) cash rate decisions, alongside the recent decline in core...
Federal Budget: 2025-26 Analysis Much of the 2025 Federal Budget was already known, following a volley of pre-election spruiking for votes. However, Treasurer Jim Chalmers had one surprise up his sleeve—$17 billion in tax cuts. The first round of cuts will take effect...
