The deadline for EOFY super co-contributions is approaching. Designed to help individuals save for retirement within superannuation, the scheme allows you to make either concessional or non-concessional contributions. Voluntary contributions effectively allow you to reduce your taxable income and potentially lower your marginal tax. If you have a child at university or partner working part
The federal government is considering changes to current capital gains tax (CGT), according to media reports. Introduced in 1985, the CGT, which treats investment gains as taxable income, was initially tied to inflation. It applies when assets held for at least 12 months are sold and levied on the amount the asset has increased in
The latest MSCI AC World Index is in, with some startling results. The data tracks five-year cumulative returns across global markets, which is the total growth over five years assuming reinvestments of dividends and capital gains. While there was overall strong performance across global equities, of note were individual market results. Several international markets outperformed
With the current Middle East conflict, accelerating oil prices and Donald Trump’s ongoing tariff war, clients continue to ask about the probability of a global recession. According to the latest Worldwide Recession Probability data from Franklin Templeton, Australia has a recession probability of 10%, a surprisingly low figure that is also down from last year’s
Kevin Stevens, a client of Newealth since 2002 is fundraising for a fantastic cause to support young athletes on the NSW Mid North Coast. Six years ago, Southern United Football Club (SUFC) was established in Forster to provide a centre for young footballers to train, play and compete against the best in the Newcastle Football
When you hear the phrase ‘AI Race, ’ you’re likely to think of cutting-edge technology, but the key to winning the ‘race’ may be something else – energy generation. As we reported last year, global grid investment was set to top $470 million in 2025, an annual increase of 16%. While a portion of that
Interest rates are once more heading up. Reserve Bank of Australia (RBA) has adopted a more measured approach, with the cash rate currently around 4.10%. While it may feel like rates have only moved upward, they are cyclical. In 1991, the RBA cash rate was 12%. By December 2001, it had fallen to 4.2%, before
This year has already proved volatile for cryptocurrency, with Bitcoin falling to below US$63,000, its lowest price in five years. In the week leading up to 3 February, the value of Bitcoin fell by about 10% while the second largest crypto, Ethereum, lost about one-fifth of its value. Another popular cryptocurrency, Solana, halved in price.
Early last year, we flagged research that pointed to a probable recession in the United States in 2025. While there was plenty of turmoil last year, particularly after Trump announced stinging global trade tariffs, the economy remained resilient. The lack of follow-through on the proposed tariffs, in combination with a steady labour market and strong
The numbers are in for asset class performance in 2025, and once again, growth assets are the clear winner. Australian and international shares, and Australian property, continue to outperform cash and fixed interest savings. For the calendar year ending 31 December 2025, international shares were the best-performing asset, with a return of 12.5%. For the
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General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.