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May News

Market movements & economic review


Stay up to date with what's happened in the Australian economy and markets over the past month.


April brought a sharper edge to the economic outlook.


The Middle East crisis, inflation, volatile markets and fragile consumer confidence are continuing to weigh heavily on investors. Stocks rallied as hopes for a U.S.-Iran ceasefire grew, only to decline as the Strait of Hormuz remained largely closed. The ASX experienced a volatile month, after a strong mid-month rally became a prolonged losing streak.


Annual inflation surged to 4.6%, up from 3.7%, driven by a 32.8% monthly spike in fuel prices due to Middle East conflict. However, trimmed mean inflation, which is the RBA's preferred measure of underlying inflation, remained steady at 3.3%.


Click the video to view our update.

Common scams to watch out for at EOFY


As the end of the financial year approaches, it’s a busy time for preparing your taxes, reviewing super, and getting your finances in order. Unfortunately, it’s also a peak period for scammers looking to take advantage of people and businesses who are focused on deadlines and end-of-year financial tasks.


To find out more, click here

April News

Aged Pension increase offers relief as deeming rates rise gradually


The Federal Government increased the Age Pension from 20 March 2026, alongside a gradual rise in deeming rates. Advocacy group COTA Australia says the pension boost will offer relief, but warns updated deeming assumptions may not reflect the realities facing all older Australians.


Click here for more detail

The Iran War - keeping perspective admist uncertainty


There’s a particular kind of unease that creeps in when market headlines start mixing geopolitics with talk of oil prices and recessions. That feeling has been hard to avoid, as the escalating war in the Middle East spooked global markets and brought fresh uncertainty to an already fragile economic landscape.


For investors, watching so many forces moving at once and volatile numbers, there can be a strong temptation to “do something”.


Before reacting, a good understanding of what’s driving market movements is useful to assess the short and medium term. More importantly, it helps to work out how your long term strategy fits in.


If you have any questions, we are happy to help, please get in contact with us or click here for more detail

March - Market Update

There is a lot going on in the market at the moment and we wanted to provide a brief update.

There are three issues building that threaten to bring down US markets. 

1) Technology derate over AI is widening and could turn to AI stocks themselves;

2) Private credit issues are spreading globally leading to weakness in Financials and Asset Managers; and

3) Oil spike threatens higher inflation, higher yield curves and lower growth.

Click here to read our comprehensive update