by orange_office | Apr 8, 2026 | Weekly Updates
What are the most tax efficient investments for wealthier people? The best answers to that question have changed with rule changes in recent years. They will change again from July with the new taxes on large superannuation balances. Returns on investments held in...
by orange_office | Mar 25, 2026 | Weekly Updates
The Iran War has some investors worrying whether they should switch to be more defensive. Since their October peak share markets have seen losses in November due to fears technology stocks were overvalued, then a recovery, then falls in January on fears of mass...
by orange_office | Mar 11, 2026 | Weekly Updates
At some stage in life most people experience the relief of having surplus income, that is, income not needed to pay rent or mortgage, buy groceries, raise children or pay for essentials. It can come about due to pay rises, paying off a credit card or personal loan, or...
by orange_office | Mar 3, 2026 | Weekly Updates
If we thought we had an idea of how financial markets and investments might perform this year that has just been upended. The bombing in Iran and new conflict has introduced a new source of uncertainty. It is unlikely to result in peace, as the US hopes, in the short...
by orange_office | Feb 25, 2026 | Weekly Updates
Recently I spoke to a young woman who has just bought her first block of land and went to see a builder about building a house on it. The land is on the edge of town adjoining undeveloped rural land. The builder said she would need to submit a DA, a development...
by orange_office | Feb 18, 2026 | Weekly Updates
How much is the average default life insurance cover included in a younger working person’s superannuation? It varies but is probably around $150,000. How much is the average mortgage of a young homeowner? Probably around $500,000 to $700,000. So, if they die or are...
