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Month in Review

Month in Review

It is apparent that many investors were ‘voting’ for a sharp rebound once the dark COVID-19 clouds cleared. The S&P/ASX 200 Index ticked past 6,000 points in early July and is once again in bull market territory. View PDF
Month in Review

Month in Review

Amid heightened volatility and ongoing uncertainty around how governments will manage the reopening of the economy, Australian shares were able to maintain momentum through May, posting a return of 4.4%. In the first week of May the ASX 200 Index briefly reclaimed the...
EOFY 2020 Tax Tips and Tax Returns Checklist

EOFY 2020 Tax Tips and Tax Returns Checklist

To help you complete your tax return, especially if you’ve just started working from home for the first time, this checklist outlines income and expenses you need to disclose to the Australian Taxation Office (ATO) when lodging your return. View PDF
EOFY 2020 Split Cocontributions

EOFY 2020 Split Cocontributions

Generally, contributions splitting works on an ‘annual split’ basis. This means, once a year, you may be able to apply to your super fund to request to split eligible contributions made in the previous financial year with your spouse. View PDF