Regular updates on regulatory changes, advice strategies, investment performance and outcomes, as well as a little fun with our team.
The investor letter for Q1 2024 indicates a positive start to the year with a continuation of the strong market performance from Q4 2023, driven by disinflation and economic resilience, particularly in the U.S., which has boosted investor confidence. However, challenges such as inflation uncertainty and high valuations in leading global equities add complexity to investment strategies, despite the overall buoyant market sentiment and solid portfolio gains.
Read MoreAustralian equities rallied this month but underperformed global markets over the quarter, despite reaching record highs driven by strong sectors like mining and banking. The Reserve Bank of Australia held the cash rate steady, adopting a neutral stance on future rate movements amid improving economic signs, including employment and housing market recovery.
Read MoreIn this edition of Arrow Insights, Matthew Ashton and Simon Lewis explore the pivotal topic of liquidity in investment portfolios. The dialogue opens with a discussion on the significance of liquidity, emphasising its role in meeting clients' immediate and short-term financial needs. They stress the importance of incorporating assets that offer liquidity without sacrificing the clients' long-term investment goals.
Read MoreThe Vacant Residential Land Tax (VRLT) represents a significant consideration for property owners in Victoria, designed to improve housing affordability by incentivizing the use or development of vacant residential properties. Below, we delve into the essentials of VRLT, detailing its scope, criteria, forthcoming changes, and key exemptions. Property owners are encouraged to consider how these aspects might impact their investments and to seek tailored advice for their specific circumstances.
Read MoreIn February 2024, Australian equities saw a modest increase with the ASX200 up by 0.8%, trailing behind global markets but maintaining a 10.6% growth over 12 months, driven by strong performances in IT, consumer discretionary sectors, and the Mid Cap segment.
Read MoreIn this episode of Arrow Insights, Simon Lewis and Ryan Synnot delve into the critical concept of asset class diversification within investment portfolios. They discuss the importance of balancing risk and return across a variety of asset classes, from Australian and international equities to property and cash.
Read MoreThe Home Equity Access Scheme, once known as the Pension Loans Scheme, represents a significant component of retirement planning for many Australians. The scheme allows eligible retirees to access the equity in their home to supplement their retirement income. This scheme is particularly tailored for older Australians, providing a way to leverage the value of their home while still retaining ownership.
Read MoreIn this inaugural episode of "Arrow Insights," Peter Leggett and Mark O’Leary delve into the critical subject of family succession planning. They share their extensive experience in the financial planning and private wealth management industry, emphasising the importance of protecting families and business owners.
Read MoreIn Australia, the 'Bank of Mum and Dad' has become an indispensable part of the financial landscape, evolving to address the changing needs of younger generations. As the gap between income growth and the cost of living, especially housing, continues to widen, many Australians are finding that achieving traditional milestones, such as homeownership, is increasingly challenging.
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