Federal Budget
Budget Briefing & Superannuation Changes
On Tuesday, 29th March 2022, the Government handed down its 2022-23 Federal Budget.
From a Superannuation and Financial Advice perspective, the budget was extremely quiet. The Government are primarily focused on supporting low to middle-income earners, social security recipients and first home buyers.
Market Update – ASX Reporting Period
Cost Control & Pricing Power
Understandably, the war in Ukraine has overshadowed a strong ASX Report Period.
Analysts displayed growing optimism as Australian businesses emerged from the omicron wave better than feared. This optimism translated into upgraded FY22 earnings from 13.6% to 14.2%, led by materials and energy sectors, the beneficiaries of global inflation and geopolitical risks.
Market Update – February 2022
Ukraine and Russia Crisis
Below are our early observations regarding the current crisis in Ukraine.
We are monitoring the situation closely and hearing from a range of industry experts to understand the impact as it evolves.
Ultimately, short-term outcomes are difficult to predict. This reinforces the benefits of having a balanced, long-term, valuation driven approach to portfolio management.
Quarterly Investment Report – January 2022
Transition
Welcome to the January 2022 edition of our Quarterly Investment Report.
This report is a compilation of the latest insights and expertise from our Independent Advisory Board.
We look forward to working with you throughout the year.
Market Update – January 2022
Equities in a tug-o-warÂ
Below is a brief update following the recent period of heightened volatility.
Next Friday, we'll share a detailed view after our Q1-2022 Advisory Board meeting.