[July 2023]: Monthly Market Update

by Sandy Hopps | Aug 14, 2023 | News

International Equities International markets continued their tremendous 2023 with another 2.08% and 2.86% return in unhedged and hedged equities. The Nasdaq set a half-yearly record of ~39% increase to start this year, powered by an AI-mania and falling inflation....

Signs your loved one will benefit from living in an aged care home

by Sandy Hopps | Aug 14, 2023 | News

Caring for someone in an aged care home can be a challenging and emotional experience, but it’s important to remember that you still have an essential role to play in supporting your loved one’s care. Here are some key points to consider to help you feel more...

Working from home expenses, what can I claim and how do I claim it?

by Sandy Hopps | Aug 3, 2023 | News

Deductions for expenses you incur to work from home such as stationery, energy and office equipment. Eligibility to claim To claim working from home expenses, you must: be working from home to fulfil your employment duties, not just carrying out minimal tasks, such as...

The feeling of financial security

by Sandy Hopps | Jul 27, 2023 | News

Financial security is a universal goal that transcends income brackets and age groups. It is not solely determined by the amount of money one possesses or earns, but rather by the feeling of reassurance and peace of mind that comes with knowing your financial...

[June 2023]: Monthly Market Update

by Sandy Hopps | Jul 23, 2023 | News

1 Bloomberg AusBond Bank 0+Y TR AUD, 2 Bloomberg AusBond Composite 0+Y TR AUD, 3 Bloomberg Barclays Global Aggregate TR Hdg AUD, 4 S&P/ASX All Ordinaries TR, 5 Vanguard International Shares Index, 6 Vanguard Intl Shares Index Hdg AUD TR, 7 Vanguard Emerging...