Latest Commentary, Ideas & Updates

Find the latest commentary, investment research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

The market recovery vs the COVID tug-of-war

The last couple of weeks have featured plenty of good news for risk assets. Whilst the reduction in political uncertainty ...

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Macro in a Minute: China recovery continues to put COVID in the rear view

The latest high frequency data out of China this week has confirmed  that China’s economic recovery remains on track. R...

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Weighing COVID-19’s mixed impact on global infrastructure securities

During the September 2020 quarter global infrastructure securities (+0.8% in AUD hedged terms) saw early gains almost nega...

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Quick take: US election thus far and the investment implications

Update: 10/11/2020: Since writing this article, Joe Biden has claimed victory in the US election, and whilst Donald Trump ...

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Ignore the crowd and focus on your game plan

US elections, daily pandemic updates, and political scandals are dominating the news headlines. In this world of hyper-con...

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A-REIT sector is still a tale of two markets

The Australian property securities market has seen most prices continue to recover during the September quarter 2020 as th...

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From ‘back in black’ to ‘digging deep’: Will the budget do enough to support recovery?

If the May 2019 Budget was all about back to black, this year’s Budget is all about rescuing and repairing the econ...

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How COVID-19 has reshaped Australian households & businesses

The shockwaves caused by the COVID-19 pandemic are still being felt across the economy with extreme readings observed acro...

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The ATO’s voluntary disclosure service

The ATO have recently provided a reminder to both SMSF trustees and their auditors about the use of their voluntary disclo...

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