Recent announcements in the Australian company reporting season have confirmed the strength of our major banks, with generally better than expected profit results and in the case of Commonwealth Bank a better than expected dividend. When we sit down to write these commentaries, the objective is...
By almost any measure the first few weeks of President Trump’s term have been truly staggering. However, the natural desire to seek to make sense of the unprecedented events that have characterised the incoming administration should likely be resisted. For as best we can tell,...
“Global growthsolid at trend rates”1 is a headline to which followers of the world economy have become unaccustomed in recent years, yet there it was in the Financial Times. The article referenced an update from the Research Director at the International Monetary Fund given at...
Are you clear on what after tax (non‑concessional) contributions you can contribute in a year? With the Government abandoning its policy to introduce a $500,000 lifetime cap for non-concessional contributions are you clear on what non-concessional contributions you can make to superannuation now? Non-concessional contributions are contributions...
There has been a small adjustment to the risk free rate used in the table below. This is the threshold between the Fully Priced valuation and the Overpriced band and is consistent with the average return available on a 5 year term deposit form the...
Pleasingly there has been a reasonably sustained rally in most asset classes over the last couple of months, and this is reflected in somewhat reduced long term return expectations. Importantly, in Australian Equities the Financials sector has participated in this move, compared with the recent...