Market Wrap June 2022
It was another difficult month for the asset class with hedged and unhedged declines, although some markets were able to eke out gains. Aussie shares were sharply lower for the month — small caps were the laggard.
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Personal insurance jargon busters
We have compiled this jargon buster article to help you understand some of the more commonly used terminology in relation to personal insurance.
More employees eligible for super
The Super Guarantee (SG) requires employers to pay a minimum level of super support for eligible employees. However, the $450 per month threshold is abolished from 1 July 2022.
5 important considerations for 2021-22 EOFY
Taking stock at this time is a great way to check in on your situation and see if any changes are needed in the lead up to 30 June.
Retirement trends survey
The Household, Income and Labour Dynamics in Australia (HILDA) Survey collects information on many aspects of life. We have published the key findings of HILDA’s 2021 Retirement Trends survey.
SMSFs: Individual trustee vs. corporate trustee
For anyone considering an SMSF, it’s important to consider, among other things, what’s involved in setting up and running one—seeking qualified professional advice in this area can be a worthwhile consideration here.
Market Wrap May 2022
Our monthly review of local and global investment, employment, shares, currency and asset performance. In May, inflation kept escalating.
HECS-HELP rate spike to 3.9% from June
On 1 June HECS-HELP debt is going to get bigger because the Higher Education Loan Program (HELP) — previously known as ‘HECS’ — is tied to inflation.