Market Wrap May 2021

Global markets continue rising Global shares rose 4% and 3.2% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery faltered in Strong profit results for major US tech companies such as Google saw growth sectors...

Federal budget 2021

Wondering what the Federal budget means to you and how some of these potential changes may impact your finances? Troy Smith, Technical Manager from IOOF, delivers an easy to understand summary of everything that you need to know from budget 2021. Please reach out...

Market Wrap April 2021

Global markets continue rising Global shares rose 4.3% and 5.1% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery persisted into March. Stocks with more exposure to economic growth such as the banking sector...

New Super contribution rules

From financial year (FY) 2021-22 the total superannuation balance threshold, concessional and non-concessional contributions caps will increase, allowing you to contribute more to super. This article provides a brief overview of the increase in the: concessional...

Financial tips that anyone can use

There are lots of tips when it comes to getting ahead, financial speaking. Most of them are really simple so if you are struggling to get on top of your finances and it is a burden you could live without, take a look at our suggestions, below, and make a commitment to...

The importance of trauma insurance

The often forgotten about or neglected part of a personal protection plan is trauma insurance or what is also commonly known as critical illness cover. Quite often people fail to see the value in this cover and often say this as a burden on cash flow when it comes to...

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