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Asking Sara: Silver linings and positioning for growth

22 Sep 2020 | Blog

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 […]
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Economic Update Video – September 2020

02 Sep 2020 | Economic Update

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 […]
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Economic Update Video – August 2020

16 Aug 2020 | Economic Update

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.
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Super changes add flexibility

04 Aug 2020 | Snapshot

Just when you thought you had a grip on the superannuation rules, they change again. This time though, the changes are mostly positive, especially for older super members keen to top up their savings. From 1 July 2020, changes came into effect with the potential to help retirees as well as members suffering financial hardship […]
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Economic Update Video – July 2020

07 Jul 2020 | Economic Update

After 28 years Australia’s record economic expansion ended due to the COVID shutdowns, below is a video to assist you to stay up to date with the latest.
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