Planning for a future where super is essential – but only one part of retirement planning – is where financial advice matters. Many people can manage single-focus decisions. It’s in situations of complexity – where trade-offs between present and future needs must be managed – that an expert, almost clinical view can be so valuable. A quick look at some typical Australian investor groups is instructive.

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Global shares had a poor month (-4.6% unhedged and -8.1% hedged). As expected, unhedged outperformed hedged in a “risk-off” environment, helped by a depreciation in the Australian dollar.

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Global shares: it was another difficult month for the asset class with declines of 0.8% (unhedged) and 0.2% (hedged), although some markets (particular in Asia) were able to eke out gains.

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Global shares had a poor month. Global equities (-3.2% unhedged and -7.4% hedged) significantly underperformed the broader Australian market during April.

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Welcome to the second edition of InTouch for 2022, in what has already been a year of many changes on both the world stage and domestically with a new federal government.

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Welcome to the first edition for 2022. It has been another eventful start to the year in many respects, but what continues to remain consistent is our focus on keeping our clients informed of the latest opportunities that may impact their personal financial plan.

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From 1 July 2022, if you’re a first home buyer you can release up to $50,000 (up from $30,000) from your voluntary super contributions to help you buy your first home.

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Nominating your super beneficiary is something you have most likely been asked to do if you have a superannuation fund.

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Global shares had a mixed month. Due to upward movements in the Australian dollar, on an unhedged basis, global shares were down 0.9%, but on a hedged basis were up 2.9%. In a fairly similar result to last month, global emerging markets fell 5.6% over the month.

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The unexpected events of the past few years have made financial protection a front of mind matter for most Australians. Now more than ever we appreciate that life does not always go the way we plan. Having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and family are better protected.

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