Donald Trump has been re-elected as the 47th President of the United States, with the Republican Party regaining control of both the Senate and the House of Representatives. This political shift is expected to bring significant policy changes, which could impact various sectors and the overall market. Following the election, US stock futures surged, and […]

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: The US Federal Reserve cuts its cash interest rate by 0.50% Inflation is now largely contained, the US is cutting interest rates – Australia however, is still ‘on hold’ Share markets were buoyed by the […]

  Whilst we may know we are likely to receive an inheritance, what we actually receive can come as a surprise. This client story reinforces the importance of discussing your legacy with your children. The clients Gavin and Stacey recently came to see me after Gavin’s father passed away and they found themselves the recipients […]

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: ‘The time has come for interest rate policy to adjust’ Jerome Powell Has the Fed managed to steer the US economy to a soft landing? RBA governor Michelle Bullock rules out an official interest rate […]

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: Has the US and Australia finally reached a turning point in their interest rate cycles? Despite conjecture we think the RBA is done The US Federal Reserve has clearly changed its rates position but no […]

I recently worked with a lovely Sunshine Coast couple, Sally and Ted, who had a dream lifestyle that they weren’t sure how to realise. Here’s how financial advice made it possible. The dream Ted is a FIFO worker and they both love to travel in their caravan whenever possible. They dreamed of traveling around Australia […]

They say there’s no place like home, but as we get older and perhaps face health issues, looking after ourselves and our homes can be stressful – in both practical and financial terms. Even if aged care isn’t in your future plans today, it can help to be aware of all of the options so […]

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: Four major developed world central banks have already cut interest rates The US Federal Reserve and the Bank of England have all but flagged they are ready to start Australia’s RBA will be late to […]

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: The US Fed gets back on track talking of ‘when’ for rate cuts as data continues to soften modestly RBA inflation data still on the high side but in per capita terms the situation is […]

Welcome to the 2024 Tax Planning Guide. This comprehensive resource offers practical advice on optimising your tax strategy, from claiming home office expenses, to leveraging investment opportunities and government incentives. Home office expenses If you have been working from home, you may have expenses you can claim a tax deduction for. The ATO allows you […]