by Eleonor Klopsch | Jul 28, 2025 | News & Articles
July 2025 Market Overview Another strong month, quarter & year, across the board, for most assets & asset classes. The S&P500 staged an incredible rally from the April 2nd “liberation day” tariffs, which continued into June. The broad...
by Eleonor Klopsch | Jun 21, 2025 | News & Articles
As the federal government moves to introduce an additional 15 per cent tax on superannuation earnings above $3 million (known as Division 296 tax), concerns and debates have emerged about the broader implications for investment strategies, retirement planning, and...
by Eleonor Klopsch | Jun 21, 2025 | News & Articles
The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and set yourself up for the new financial year. Whether you’re looking to maximise tax benefits, adjusting your investment portfolio, or to...
by Eleonor Klopsch | Apr 22, 2025 | News & Articles
In the 2025 March quarter and into April we saw market turbulence, reacting to the uncertainty and the daily twists and turns of the Trump administration. Steady as she goes: The following financial market indicators looks at the current position and reflect back on...
by Eleonor Klopsch | Apr 22, 2025 | News & Articles
As financial markets grapple with uncertainty, keeping a cool head and sticking to your long term investment strategy has never been more important. “Time in the market, not timing the market” is a popular investment philosophy that emphasises the importance of...
by Eleonor Klopsch | Apr 22, 2025 | News & Articles
Market Overview March 2025 & outlook ahead February’s weakness continued into March, driven by a massive increase in economic and political uncertainty associated with trade and tariff wars. The Trump administration has indicated that “liberation day” is...
