Wealth Effect | Insights

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Strategic Investment Structures for High Net Worth Individuals in Light of Tax Changes

In the wake of the government's recent adjustments to stage three tax cuts, affluent individuals are turning their attention towards...

The advantages and disadvantages of attaining "sophisticated investor" status.

Many Australians now potentially meet the criteria for being certified as sophisticated investors. However, it's crucial to thoroughly...

Federal Election 2022 Coalition loses Government.

Australia’s federal election was held on Saturday 21 May 2022. The Liberal-National Coalition (LNP) government, led by Scott Morrison,...

How decarbonisation is powering a new world investment opportunity.

With Australian businesses devoting more time and resources to finding new ways to reduce their carbon footprint ― and the investment...

How we helped Michael & Helen

Michael is age 60 and is the founder and 50% shareholder of a Gold Coast-based advertising company, while Helen, aged 55, is the...

2022-23 Federal Budget

This summary provides commentary on the economic view of the federal budget announcements and highlights key changes for investors,...

Russian Invasion - Investment Market Commentary

Russia’s invasion of Ukraine has been rapid and dramatic, but the likely economic consequences will be slower to materialise and by...

Russia attack Ukraine - Effect Equity Markets

Equities were sharply lower across the globe following Russia's attack on Ukraine. Risk assets sold off by around 3% and most share...

AGENDA 2022 - OUR VIEWS & BRIEF

Growth will slow in 2022 but settle at an above-trend rate for the second consecutive year. We expect the US to outperform Europe and...

LOWER FOR LONGER - STILL.....

The lower for longer theme faced its greatest challenge yet last year. The tussle between labour and capital for the spoils of growth was...