Author: Darren Foster

Downsizer Contributions 1
Strategic Financial Advice

Downsizer contributions: what are the rules?

Many people have reportedly missed out because they didn’t understand the eligibility criteria of downsizer contributions. Here’s a summary of the rules to make things easier.

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Dividend Cuts 1
Strategic Financial Advice

Dividend cuts – what can investors expect?

Since the financial crisis more than a decade ago, investors have had to search much harder for income as savings rates have plunged.

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Staying The Course 1
Strategic Financial Advice

Market Insight – Staying the Course

While it can be hard to stay in the market when share prices plummet, now is not the time to panic.

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Geopolitical Risks 1
Strategic Financial Advice

Geopolitical risks for the economy and investments

The world has always been challenged by the dynamics of geopolitics. The nature and magnitude of associated conflicts may transition and manifest across varying contexts but, broadly speaking, geopolitical risk is ever present.

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Economic Update
Strategic Financial Advice

Economic Update

The Australian dollar clawed back all of its lost ground from March. The currency gained 7.0% against the US dollar, closing April at 65.5 US cents. Similar strength was seen against other currencies too.

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Finance Trade Manager Analysing Stock Market Indicators For Best Investment Strategy, Financial Data And Charts With Business Buildings In Background
Strategic Financial Advice

What signposts can we watch to be confident shares have bottomed?

What should investors look for in terms of when we can expect a bottom or be at least somewhat confident that the bottom has been reached?

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Stack Of Money Coin And Double Exposure Of Graph And Rows Of Coins For Finance And Business Concept
Strategic Financial Advice

The Coronavirus pandemic and the economy: A Q&A from an investment perspective

This note provides a simple Q&A for most of the main issues from an economic and investment perspective. To the extent simple answers are possible in this environment.

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Strategic Financial Advice

The increasing spread of the Coronavirus: updated economic and investment market implications

The past week has seen a renewed escalation in concern that the coronavirus outbreak (Covid-19) has become or is becoming a global pandemic.

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Strategic Financial Advice

Will I Pay Capital Gains Tax On My Inheritance?

In Australia, special capital gains tax rules apply when dealing with assets of a deceased estate.

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Strategic Financial Advice

Time To Consider Green Investing?

In the wake of recent ferocious bushfires, the climate change debate has climbed the news agenda, with many Australians now considering what they can do to help.

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Strategic Financial Advice

How To Review Your SMSF Investment Strategy

Super law sets out some requirements that trustees of regulated super funds need to consider when formulating an investment strategy.

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Strategic Financial Advice

How To Overcome A Financial Setback

When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d saved more.”

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