The attached note reviews the performance of investment markets over the last 12 months and takes a look at the outlook for the next 12 months. The key points are as follows: 2021-22 was a rough year for investors as high inflation, rising interest rates and recession fears impacted. Shares could still fall further as…
A comfortable retirement looks different for everyone, but most investors share some common goals. We’ve broken those down into four key categories to help you start planning today. Envision your ideal retirement: Are you relaxing on a beach? Starting a new hobby? Or finally taking that trip to Paris? A comfortable retirement looks different…
The rising cost of living is on everyone’s mind. Here’s why having a budget could help get you through the tough times ahead. The cost of coffee made headlines a few weeks ago when it was reported prices could reach up to $7 a cup. Although counter reports came out sceptical of such a…
While there will always be a cost of investing, there is also a cost of not investing. Here’s why. For many people, the phrase “investing in the share market” is framed by either gains and losses. For the “gains” group, the thought of increasing their wealth and having the potential to generate returns is what propels…
In times of market volatility, it’s useful to remember a few grounding investment principles that can get you through the good and the not-so-good. The best thing investors can do when markets are volatile is to stay invested. Of course, that’s often easier said than done, especially when market commentators point to a market correction…
We are humbled, extraordinarily grateful and thrilled to have been nominated as finalists for multiple awards in the 21/22 GPS Wealth Awards. The categories were: Practice of the Year – The award acknowledges the individual’s professionalism, contribution to GPS Wealth and the industry, and demonstration of outstanding excellence, thus reflecting their drive to be the…
The attached note covers the main questions investors commonly have regarding the investment outlook in a simple Q&A format. The key points are as follows: Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term. Wages growth is likely to pick up to 3% this year. A Russian…
The attached note takes a look at the continuing surge in global inflation pressures, notably in the US. The key points are as follows: Inflation is placing increasing pressure on major central banks to remove monetary stimulus. The Fed is likely to start raising rates in March and we continue to see the RBA starting…
Given wealthy people try never to sell property, the proposal by the ALP to change negative gearing and CGT is a highly inefficient tax in its equity and fairness, although simple with many unintended consequences. So what were Labours simple policies from 1/1/2020 Negative gearing limited to newly built housing CGT for assets held longer…
Top Performing Superannuation Funds in Australia – Guess who outperforms again over 1, 3 and 5 years Once again, following the start of a new financial year, we have been working hard behind the scenes to gather all of the data to compare the Top Performing Superannuation Fund Returns in Australia for the 30th of June…