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Global perspectives from
our Principal Advisers

  • Superannuation

Superannuation Update

Below is a summary of today’s announcement regarding the proposed doubling of taxes on Superannuation balances above $3 million. The proposal may have variations if legislated after the next federal election. We will address any relevant impacts with clients once (if) legislated.

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  • Quarterly Investment Report

Quarterly Investment Report – January 2023

Welcome to the January 2023 edition of our Quarterly Investment Report. This report brings you key investment insights from our research partners and independent advisory board.

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  • Quarterly Investment Report

Quarterly Investment Report – October 2022

Welcome to the October 2022 edition of our Quarterly Investment Report. This report brings you key investment insights from our research partners and independent advisory board.

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  • Market Update

Market Update – September 2022

This week, the AAII’s Bearish Sentiment reading crossed above 60% (extreme) for only the 5th time in its 35-year history. The last time it happened was March 5th, 2009. The AAII survey tracks short-term investor sentiment (six-month).

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  • Market Update

Market Update – September 2022

Over a 6-week period in June and July, global equities rallied +14% on speculation the FED would slow down their rate hikes; however, this was not the case (yet), and global equities swiftly retreated -6% over the last few weeks. Just yesterday, the ASX200 gained

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  • Market Update

Market Update – August 2022

The financial system has taken a small but noticeable exhale, most notably in the U.S. with equities and bonds rebounding from their June lows. Some are calling this a pivot party, with the prospect of softening inflation data and, therefore, interest rate expectations placing a

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