News

Our insights on the latest news, trends and changes related to financial advice.

5 Financial habits that will pay dividends in 2021 and beyond

After a tough 2020, we’ve been reflecting on what that means for you, your families and your goals. All things considered, I feel we have been lucky here in Australia, but given the continued unpredictability of COVID-19, it’s perhaps wise to remember the lessons we’ve learned that will be worth holding onto through 2021 and beyond.

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February 2021 Investment Market Review – Rising bond yield challenge equity valuations

Talking points for February 2021

  • Longer term interest rates rose sharply in February, creating negative returns for fixed interest asset classes.
  • Despite share markets reacting negatively to rising bond yields, solid growth early in the month meant most share markets finished February in positive territory.
  • Rising confidence over the success of the vaccine rollout, combined with
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Super contribution caps set to increase from 1 July 2021

It has been a long time coming, but from 1 July 2021 the concessional and non-concessional contribution caps are set to increase due to indexation.

Due to the release of the Average Weekly Ordinary Times Earnings (AWOTE) figure for the December 2020 quarter, both the concessional contribution cap and the non-concessional contribution caps are set to increase...

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