It’s a tough budget with all Australians told to bear the burden. According to Federal Treasurer Joe Hockey, “the economy is growing at less than normal speed and the time to fix the budget is now.” For families, there is a focus on healthcare and education;...
Changes in the indices representing the asset classes depicted below were very minor for the most part and as a result here have been comparatively modest moves in the assessed valuations for all three of the equity asset classes. An exception to this however was...
There have been some recent changes to superannuation rates and thresholds, as well as social security rates which may impact you. Concessional Contributions Cap The concessional contributions cap has remained at the $25,000 level since July 2009, when the rate was reduced from $50,000. The ATO has...
Future performance is a function of current price, and so it should be no surprise given the recent declines that our forecasts have increased across the range of asset classes shown below. Returns in share markets for January 2014 stand in stark contrast to the same...
The All Ordinaries index of Australian Equities continues to move between the upper range of our Cheap valuation assessment and the lower range of Fair Value. With some weakness in the first weeks of January, we are now back in Cheap territory. The Australian share market...
We often speak of the impact of prices on future returns, and specifically that higher prices lead to lower future returns. In our approach to forecasting this is reflected in two elements, a higher price means a lower rate of income and also a reduced...