Oliver’s insights Seasonal patterns in shares – should we “sell in May and go away”?

9 May

Key points – Seasonal patterns in shares gave rise to the saying “sell in May and go away, buy again on St Leger’s Day.” – However, seasonal patterns can’t always be relied on so while investors should be aware of them, betting on them...[Read More]

Investment markets and key developments – Weekly market update 3/5/24

9 May

Global shares mostly rose over the last week. While US shares had a volatile week they were buoyed by good earnings results and rose sharply on Friday in response to news of cooler jobs and wages growth in April which allays fears of overheating....[Read More]

Top international destinations for retirees to visit

9 May

If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]

Tax revenue surge as treasurer tempers expectations

9 May

Tax revenue is expected to be $25 billion higher over the next four years, as the Albanese government tempers expectations ahead of this month’s federal budget. The budget, to be handed down by Treasurer Jim Chalmers, will show a surge in tax...[Read More]

Choosing a New Home: Top 10 Considerations for Selecting the Right Retirement Community

2 May

Finding the right retirement home is a significant decision that marks a new chapter in life. While it might evoke mixed emotions, recognising the need for more tailored care and support can also be a positive step towards enjoying a fulfilling and...[Read More]

Top 10 Strategies to Boost Brain Power and Enhance Mental Agility

2 May

Keeping your mind sharp and agile is crucial for managing the demands of daily life and work, enhancing problem-solving skills, and ensuring long-term mental health.    Here are the top ten tips for sharpening your mind:   Exercise Regularly:...[Read More]

Investment markets and key developments – Weekly market update 26/4/24

2 May

Global shares rose over the last week recovering some of their losses from prior weeks helped by no further escalation in the Israel/Iran conflict and solid profit results in the US. However, the gains were limited by inflation and interest rate...[Read More]

Oliver’s insights The art of happiness – economics and the “hedonic treadmill”

2 May

Key points – Despite a big rise in GDP per person, surveyed measures of happiness have been flat to falling in the US and Australia. – Younger people in the US, Canada, Australia and NZ are the least happy age group. This is a major change from...[Read More]

Small business tips when using a tax professional

1 May

Are you running a busy small business? It might make it easier for you to have a tax professional help you with your tax obligations. You can also find information yourself, for example through the ATO website and ATO CommunityExternal...[Read More]

Steps to building an emergency fund & why do you need one

25 April

Life is unpredictable, and financial surprises can arise when you least expect them. This is where an emergency fund comes in. This financial safety net is designed to cover unexpected expenses, like car repairs or medical bills, or provide support...[Read More]

Ensuring Harmony and Legality: The Critical Role of Legal Advice in Family Estate Planning

25 April

Estate planning is a crucial but often challenging aspect of managing familial wealth and assets, particularly as parents age. The process involves making decisions about how to allocate assets such as businesses and property among siblings, which...[Read More]

Senators want property tax reforms back on the agenda

25 April

Tweaking property investor taxes could save the federal budget billions and boost home ownership, even with exemptions for those operating under the old rules, analysis commissioned by two senators suggests. Independent senators David Pocock and...[Read More]

Investment markets and key developments – Weekly market update19/4/2024

24 April

Global and Australian shares fell again over the last week on the back of concerns about an escalation of the war in the Middle East (as Iran attacked Israel and then Israel retaliated), US Fed officials added to expectations for a delay in rate...[Read More]

Top 10 Remote Escapes: Journey to the World’s Most Secluded Destinations

18 April

In an increasingly crowded and fast-paced world, the allure of remote travel destinations where one can truly escape the hustle and bustle is more compelling than ever.    Both within Australia and internationally, there are numerous hidden gems...[Read More]

Planning Your Next Chapter: The Benefits and Timing of Transitioning to a Retirement Home

18 April

Transitioning into a retirement home is a significant life decision that involves careful planning and consideration.    As people age, their living needs change, and moving into a retirement home can offer numerous benefits. Here are the top 10...[Read More]