Markets faltered… The rally from December lows faltered in May with most equity markets down for the month. Global shares were down 6% and 4.4% in hedged and unhedged terms, respectively. Domestically, Australian shares outperformed international this month with 1.7%…
Book Review ‘The Barefoot Investor – The Only Money Guide You’ll Ever Need’ has sold over a million copies indicating there is a strong desire for Australians to be more financially literate. This is not surprising considering a 2016 MLC…
This year’s Federal Budget was announced on Tuesday 2nd April. An ‘election budget’ with future tax cuts for all Australians, especially low- and middle-income earners. Overall, there were minimal changes to super proposed in the Budget, with minor tweaks to…
Franking credits are a hot topic of the upcoming federal election. Below is a thorough explanation of franking credits and how the work now and under Labor’s proposal. What are franking credits? Franking credits are tax paid by Australian companies…
With an upcoming federal election Labor’s franking credit policy is becoming a hot election topic. When Bill Shorten first announced this policy back in 2018 I addressed how this policy would be a direct and unprecedented attack on all working…
Transitioning a loved one into aged care is an emotional and stressful time for all. It is important to be proactive and not reactive in these situations. Being proactive gives you more choice for the care of your loved one.…
Shares rebound January was a more positive month for investors after December’s volatility, with shares recovering most of their late 2018 losses. Global shares rose by 7.1% and 4.1% in hedged and unhedged terms respectively. US shares, having led December’s…
If you were to travel back in time and speak words of advice to an 18-year-old you, what would you say? What would your older and wiser self reveal? Most of us have things we wish we knew when we…
Mary Poppins Returns, although merely a shadow of the original film, has many financial life lessons that apply today – the importance of personal protection, estate planning, compound interest and investing for the future. (SPOILER ALERT) Michael’s Wife (Personal Protection)…
Meet Gary Watson Gary recently joined the Elliot Watson Financial Planning team as a Financial Adviser, specialising in aged care. Combining his extensive legal skills with his vast financial planning knowledge, makes for a perfect combination of experience for helping…