Bushfires Impact – Special NAB Monthly Business Survey (February 2020)

Source: NAB (Alan Oster, Chief Economist) While Bushfire impacts have been catastrophic for those directly involved we have used the Business Survey panel to try and judge the broader impact of the bushfires on the general economy.  Although there’s no doubting the devastating impact upon local businesses in bushfire affected areas, key results suggest that […]

Market Update: The Impacts of China’s Wuhan Coronavirus

Written by George Lin, Senior Investment Manager, Colonial First State The Novel Coronavirus is the black swan no one saw coming – one that has made investment markets exceedingly volatile in recent weeks. George Lin, Senior Investment Manager at Colonial First State, explores the potential impacts of the epidemic on economies and financial markets. WHAT […]

How does Labor’s Franking Credit Proposal affect me?

Dear Clients, The Labor Government announced last week that if elected, they plan to remove refundable franking credits attached to company dividend income from 1 July 2019. This has naturally raised some concerns across a range of clients primarily being, how does this affect me now or in the future? Whilst this topic has received […]

The $1.6m Simple Super Cap Strategy

In light of the legislative changes as at 1st July 2017 relating to the maximum amount of wealth being $1.6m (transfer balance cap) an individual can inject into the superannuation environment, the following simple example illustrates earlier the better when maximising superannuation benefits. Most Australians are aware of this simple concept, however these changes in our […]

US Election Impact

Now that the US Election has concluded, we received a concise summary from K2 Asset Management during the week that resonated….. The main positives that we see for the US equity market from the Trump victory are as follows: The ability to implement policy change via having control of both the House of Representatives and […]

Federal Budget 2016

Superannuation Changes to concessional superannuation contributions The annual concessional contribution cap will be reduced from 1 July 2017 to $25,000 per annum for all ages. From 1 July 2017, high income earners will pay an increased level of contributions tax on concessional contributions – from 15% to 30% for income of $250,000 and above. What […]

Market Update: Week in Review (April 13)

Global equity markets meandered higher in a shortened week with little international news flow. Liquidity has been fairly thin, and the combination of holidays, a lack of narrative altering news and the looming 1Q15 earnings season has paralysed activity a little as investors wait to see the numbers. Despite the lethargy, Europe continues to trade […]