Summary of key findings: The proposed changes to franking credit rules, if legislated, will have a minimal influence on Australian share market volatility. Investor impacts will vary, with Self Managed Super Fund (SMSF) investors in the tax-free retirement phase the most impacted. The loss of value will be most pronounced for those individuals not paying […]
On Tuesday, 2 April 2019, Treasurer Josh Frydenberg handed down his first Federal Budget. In an election Budget, the Treasurer announced the first Budget surplus in more than a decade at $7.1 billion for the 2019-20 financial year. The Government forecasts a total […]
Equity markets around the world have been volatile of late, and whenever this happens, investors naturally look for explanations for the downturn and wonder whether they’re in the right investments. We believe this response to volatility, although natural, is likely unhelpful. Instead, you are better served by putting recent market movements into the context of what’s important to […]
Watch the Quarterly Market Update for November 2018 by Beulah Capital’s Director, Tom Elliott and CEO, Christian Ryan – part of the Investment Management team for Fintech Private Portfolios. Topics mentioned in this video update include: Positive Investment Ideas for 2019 Technology (FAANGS) Alternative Lending Interest Rates in Australia Retail and Etail – Myer and […]
Watch the Quarterly Market Update for August 2018 by Beulah Capital’s Director, Tom Elliott and CEO, Christian Ryan – part of the Investment Management team for Fintech Private Portfolios. Topics mentioned in this video update include: Australian Residential Property Market – Capital Cities In Decline – No Exposure In Your Portfolios Update on ASX Companies Following […]
Scott Morrison’s third budget is headlined by $140 billion in tax cuts over the next decade, immediate tax relief of up to $1,060 a year for middle-income households and a fundamental reform of the tax system. This Budget will be the last before the next federal election (due by May 2019) and not surprisingly, the […]
The Reserve Bank of Australia (RBA) has kept Interest Rates on hold at 1.5% for the 19th consecutive month at its monthly board meeting on Tuesday – but this is not a time to be complacent even though rates are likely to stay low for the time being. Australia’s central bank has signalled on several […]
What does Bill Shorten’s proposal to remove the refund on excess franking credits mean? We have had several enquiries from clients wondering what this all means, so we have put together an overview of the key issues to explain how this could affect you. Firstly, it is important to point out that these changes are […]