10 medium to longer-term implications from the coronavirus shock

There has been much debate about the short-term economic and investment impact of coronavirus - on economic activity, unemployment, interest rates, house prices, shares, etc.

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How worried should investors be about a second wave of coronavirus cases

The past week has seen a flurry of concerns about a "second wave" of coronavirus cases.

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Shares climb a wall of worry - but is it sustainable

After a roughly 35% plunge from their February high point to their lows around 23 March on fears regarding of global recession on the back of the coronavirus shutdown, share markets have since rebounded sharply, led by US shares.

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Australian house prices starting to fall

Back on 19th March when we first looked at the impact of the intensifying shutdown of the Australian economy on the housing market we concluded that the impact would depend on how high unemployment rose.

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Federal Government stimulus package

For the next six months, the government will establish a new coronavirus supplement worth $550 per fortnight. This will be paid to both existing and new recipients of JobSeeker Payment.

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Is coronavirus driving a recession, depression or an economic hit like no other

Global and Australian shares have fallen well beyond the 20% decline commonly used to delineate a bear market.

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The coronavirus pandemic and the economy - a Q&A from an investment perspective

Along with the horrible human consequences, the coronavirus pandemic is having a huge impact on the way we live and as a result investment markets.

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What signposts can we watch to be confident shares have bottomed

After a roughly 35% plunge from their February high point to their lows around 23rd March, global and Australian shares have had a 15-20% rally.

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The threat to Australian house prices from coronavirus

The Australian housing market was boosted from mid-last year by the combination of the Federal election removing the threat of changes to negative gearing and capital gains tax, rate cuts and regulatory easing.

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Five charts on investing to keep in mind during rough times

The coronavirus crisis is first and foremost a human crisis and my thoughts are particularly with those on the front line of this battle.

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The pluge in shares

The plunge in share markets over the last week has generated much coverage and consternation.

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The increasing spread of Coronavirus

The past week has seen a renewed escalation in concern that the coronavirus outbreak(Covid-19) has become or is becoming a global pandemic.

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The increasing threat of Coronavirus

Coronavirus continues to rattle investment markets as the number of new cases outside China continues to rise posing increasing uncertainty over the impact on economic activity.

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Newsletter - Spring 2019

When you access your super at retirement your super fund may ask you to sign a declaration stating that you intend to never be employed again. But there may be compelling reasons why someone would subsequently return to work.

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Investment returns have been good

The past 10 years have seen pretty good returns for well-diversified investors. The median balanced growth superannuation fund returned 7.3% pa over the five years to July and 8.2% pa over 10 years and that's after fees and taxes. This is impressive given that inflation has been around 2%.

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Investing for income or cash flow

Since I first looked at "Five great charts on investing for income" two years are, the Australian cash rate has halved, 10-year bond yields have fallen by two thirds and interest rates have resumed falling globally. Ever lower interest rates and periodic turmoil in investment markets provides an ongoing reminder of the importance of the income (cash) flow or yield an investment provides. The environment of low-interest rates is challenging for those relying on investment income to fund their living costs and investing for income can seem daunting. So this note looks at five charts I find useful in understanding investing for income

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Autumn 2019 - Low

While nearly nine in 10 say they have a preference, less than five in 10 have discussed their wishes with their family. What about you?

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2018-19 Saw a Rough Ride

The past financial year saw a roller coaster ride for investors. Share markets plunged into Christmas only to rebound over the last six months. This note reviews the last financial year and takes a look at the investment outlook for 2019-20.

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Federal Budget 2019-20

Here's roundup of some of the keys proposals put forward in last night's Federal Budget. We take a look at how they might affect your financial goals- whether you're starting out in your working life,

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Autumn 2019

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the future.

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Summer Newsletter 2017

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the future.

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Planning your future