Blog

25 01, 2019

Proposed Centrelink Means Testing Rules for Lifetime Annuities

By | 2019-01-29T11:39:09+00:00 January 25th, 2019|Australian News, Market Summary, Weekly market update|0 Comments

22 January 2019 Michelle Bromley CFP® Director, Private Client Adviser   The Government’s 2016-17 Budget included proposed changes to how retirement income products, including lifetime annuities, are to be means tested from 1 July 2019. The proposed changes are linked to the introduction of Comprehensive Income Products for Retirement and are intended to encourage people [...]

25 01, 2019

Weekly Market Update (Issue 532) – 25th January 2019

By | 2019-02-01T15:15:17+00:00 January 25th, 2019|Australian News, Market Summary, Weekly market update|0 Comments

Australian shares seem set to close out the week on a high, rallying almost 1% on Friday as we head into the long weekend. I suspect if you asked anyone connected to the market today they would shrug their shoulders as to the reason why, but encouragingly the ASX200 has now recouped almost 60% of [...]

18 01, 2019

Weekly Market Update (Issue 531) – 18th January 2019

By | 2019-01-22T12:39:08+00:00 January 18th, 2019|Australian News, Market Summary, Weekly market update|0 Comments

Happy New Year to all. 2018 ended in plume of dark smoke as equity markets across the globe cratered. Increasing caution around the outlook for world economic growth drove the retracement, and in the U.S the S&P500 posted its worst quarterly performance since the GFC. The S&P500 fell -14% in the quarter, whilst the ASX200 [...]

20 12, 2018

Weekly Market Update (Issue 530) – 20th December 2018

By | 2019-01-22T10:31:11+00:00 December 20th, 2018|Australian News, Market Summary, Weekly market update|0 Comments

Well, sadly I’m not writing this week’s note from a high horse. This month has been a torrid one for investors. As has been widely reported, the month-to-date falls of -9% in U.S equity indices this December makes for the worst end to a year for U.S share investors since the Great Depression in 1931, [...]

14 12, 2018

Weekly Market Update (Issue 529) – 14th December 2018

By | 2019-01-22T10:48:03+00:00 December 14th, 2018|Australian News, Market Summary, Weekly market update|0 Comments

Another yo-yo week with little to catalyze fresh market direction. As a ‘heads up’ we are evolving our weekly podcast summary of this note into a quick 5-10min video from now on, the first video will be released on Monday 17th December 2018. Also from an administrative perspective, our last ‘Weekly Market Update’ will be [...]