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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 events were well attended by engaged clients and...

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 market volatility...

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 of eye-watering proportions—thrust...

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 inflation within...

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 on 1 July 2026, with the second...

As we say goodbye to the heat of summer, we can look forward to enjoying the cooler days ahead. Along with the drop in temperature, the RBA brought much relief to mortgage holders by cutting the cash rate by 25 basis points in February. The cash rate is now sitting at...

The recent holiday period and gift-giving has left many of us a little short of cash, so it can be comforting to learn that billions of dollars in unclaimed money are being held by various government agencies, just waiting to be claimed by their rightful owners The...

As we welcome the new year, it's the perfect time to reflect on our financial goals and explore essential financial tips for the new year to ensure we're on the right track. This article is not only a timely reminder for you but also a valuable guide to share with...

As a small business owner, you may find it difficult to justify taking time off. After all, your business demands constant attention, and you might worry about what will happen if you step away. However, taking a break and recharging for success can be one of the most...

On Wednesday, 27 November 2024, we hosted two sessions focused on Living Through Retirement at our Sydney Offices. Both sessions provided attendees with valuable insights into the complexities of retirement planning and a conversation around the financial strategies...

Welcome to summer—a season of activity, last-minute tasks, and celebrations with family and friends. We take this opportunity to wish you and your family a joy-filled and safe festive season! While headline inflation eased to 2.8% in the September quarter, the Reserve...

It’s the last month of spring, and with summer on the way, many people are preparing for Christmas and the holiday period. At its latest meeting, the Reserve Bank of Australia (RBA) left interest rates unchanged at 4.35%, citing persistently high underlying inflation...