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Federal Budget 2020-21 Analysis

In what has been billed as one of the most important budgets since the Great Depression, and the first since the onset of the COVID-19 pandemic dragged Australia into its first recession in almost 30 years, Treasurer Josh Frydenberg said the next phase of the journey is to secure Australia’s future. As expected, the focus […]

Getting retirement plans back on track

After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook. Whatever your circumstances, a financial tune-up may be […]

Asking Sara: Silver linings and positioning for growth

The below question from Kate in Fremantle was originally asked on the Adviser Ratings site and answered by our Principal Adviser, Sara Millard. We’ve reproduced it below for your benefit. As a young person/mid lifer accumulating super and whose retirement is some way away… What are the positives of this market fall and how can […]

Economic Update Video – September 2020

The Reserve Bank forecasts the economy will contract 6% this year before rebounding 5% in 2021. The recent company reporting season provided an insight into the financial impact of COVID-19 on the economy and for investors. Only 75% of ASX 200 companies reported a net profit in the year to June. Full-year earnings were down […]

Economic Update Video – August 2020

The government’s July budget update gave an insight into the economic impact of COVID-19. The economy contracted by an estimated fall of 2.5% in 20-21.