Andrea Dawson Archive
Strategic Financial Advice
The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last two years – first depressing shares and bonds in 2022 and then enabling them to rebound.
Strategic Financial Advice
A rally in the second half of the month helped global share markets generate solid gains in January, extending the rally from November and December.
Strategic Financial Advice
Explore the transfer balance cap introduced in the 2016 Federal Budget, crucial for retirement planning, covering its limits, indexing, and penalties for exceeding.
Strategic Financial Advice
Australian inflation is very high. The Reserve Bank of Australia (RBA) has been focusing on reducing inflation through the main policy tool available in the central bank’s toolkit – interest rates.
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Investing is full of jargon and technical terms that can make getting started or managing your investments seem intimidating. Learn more about the key terms involved.
Strategic Financial Advice
You may be eligible to make concessional contributions that are greater than the annual cap if you haven’t fully used your concessional cap in an earlier year. This could help you to save even more for retirement, while also managing tax.
Strategic Financial Advice
Earning interest on interest: learn how the power of compounding can send your savings rocketing.
Strategic Financial Advice
July was a relatively uneventful month in financial markets and volatility remained low. Risk assets continued to perform well despite a sharp increase in the oil price. In fact July was the best month for oil since January 2022.
Strategic Financial Advice
If you receive the Age Pension, recent changes to means testing for retirees could put more money in your pocket.
Strategic Financial Advice
When the news is filled with headlines about market movements, it’s normal to feel a bit anxious. Here are three things to keep in mind the next time share markets aren't behaving the way you'd like them to.
Strategic Financial Advice
A progress report on inflation: Inflation appears to have peaked, led by improvements in core goods prices and rate sensitive sectors like housing. The policy focus has shifted to labour market normalisation where early signs of progress are emerging.
Strategic Financial Advice
Many Australians were fortunate to lock in record low interest rates but this may be drawing to an end.
