Quaterly Market & Portfolio Outlook from Elston

Our investment partner Elston have provided the following update. In this edition, Portfolio Manager Leon de Wet, provides his perspective on the key questions discussed in the recent quarterly asset allocation meeting.  Click here for video

The Road Ahead – An Outlook for 2021

Needless to say, 2020 was an eventful year. So, what’s next? George Lin from the Colonial First State Investments team shares his outlook for the year ahead. ECONOMICS After suffering a sharp decline in Gross Domestic Product (GDP) in 2020, we anticipate the global economy will continue to recover in 2021 – particularly in more […]

Surviving Job Loss in a Pandemic (Podcast)

Last month we had the opportunity to help out one of our clients who lost her job as a result of the global pandemic. Cindy’s work ended on June 30 – something she told us in her regular review – and so we were able to have a very timely conversation about a range of […]

Reporting Season Update – August 2020

With the August reporting season now behind us, our investment partner Elston Asset Management Portfolio Manager Justin Woerner discusses the major themes that emerged, how the Australian equity component portfolio fared, current portfolio positioning and a brief outlook. Please click here to access the video.

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 […]