by orange_office | Oct 1, 2026 | Weekly Updates
The new tax rules continue to puzzle investors. Financial advisers and other professionals aren’t much further advanced in trying to work out how best to respond to them either. The new thirty per cent minimum tax on realised capital gains above inflation starts next...
by orange_office | Sep 22, 2026 | Weekly Updates
The graph comparing average returns from Australian and US shares is concerning. Vanguard says for the last twenty years Australian shares have made 7.2 per cent per annum compared to US shares on 11.8 per cent per annum. Compounding those rates produces a very big...
by orange_office | Sep 11, 2026 | Weekly Updates
ETFs or Exchange Traded Funds have grown enormously in the last decade. Both their number and the money invested in them continue to increase. From around $50 billion invested ten years ago the total has grown to $472 billion now, in 494 funds, according to Lonsec...
by orange_office | Sep 2, 2026 | Weekly Updates
Where should we invest now? The last financial year produced above average returns for people holding a diverse spread of investments, and from most investment sectors. That was a surprise considering the events the year produced, especially the Middle East conflict....
by orange_office | Aug 21, 2026 | Weekly Updates
What is the greatest concern people approaching retirement have? There is little doubt it is “After my salary stops, where will my income come from, and will it be enough?” What is the most common concern for people already in retirement? The most likely answer is...
by orange_office | Aug 13, 2026 | Weekly Updates
Prime Minister Albanese’s decision to tax capital gains the same as income has caused consternation, confusion and perhaps even a little chaos for people with significant assets. Add in the bans on negative gearing and the minimum thirty per cent tax on trust...
