Market Wrap May 2022
Our monthly review of local and global investment, employment, shares, currency and asset performance. In May, inflation kept escalating.
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Market Wrap April 2022
Australian Equities perform well with all GICS sectors positive. Global shares had a mixed month, Australian shares performed well and the AUD$ gained against the USD$ but fixed income returns for the month were again exceptionally poor.
Cryptocurrency investing, trading and gifting
If you have cryptocurrency, check out the ATO’s latest tips to avoid errors including key questions to ask yourself at tax time.
Market Wrap March 2022
Global shares fell, Australian shares performed reasonably well during February, fixed income returns for the month were again very poor and the Australian dollar gained against the US dollar, which basically offset last month’s loss.
Market Wrap December 2021
Recent GDP figures showed economic growth contracting in the September quarter as expected given the COVID19 restrictions imposed, however, going forward leading indicators suggest the economy is continuing to bounce back strongly.
Retirement and housing (homeownership)
Housing (homeownership) is a key factor influencing retirement outcomes — we discuss retirement and several things to consider with regard to housing.
ATO extends COVID-19 relief for SMSF trustees
The ATO has announced that COVID-19 relief for SMSF trustees is being extended to the 2021-22 financial year.
Market Wrap October 2021
Aussie shares outperformed global shares, falling 1.9% in September. Mining underperformance as investors reacted to selloff in iron ore prices. Fixed income returns also poor. The AUD$ fell against major currencies incl US$. Concerns over China amidst the unravelling of Evergrande weighed on AUD$ support.