November 2019 – Economic Snapshot

December 9, 2019 / by Altitude Wealth Management / News / 0 Comments
In Summary November was a good month for equity markets as the broad risk-on theme continued. Both the local and US equity markets reached new highs. In contrast, the performance of bond markets was mixed, especially for the global bond markets, where expectations of further interest rate cuts have diminished. However, the Australian bond market […]
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OCTOBER 2019 ECONOMIC SNAPSHOT

November 11, 2019 / by Altitude Wealth Management / News / 0 Comments
In summary After starting October on a cautious note, markets became a little more optimistic about global economic conditions as the month progressed. News that the US and China would sign the so-called “Phase 1” agreement in the trade dispute contributed to the markets’ improved mood, as did the Federal Reserve cutting the cash rate […]
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September 2019 Economic Snapshot

October 14, 2019 / by Altitude Wealth Management / News / 0 Comments
In summary September’s market action was in clear contrast to the previous month. August’s concerns about global growth, trade wars and geo-politics gave way to a somewhat more optimistic mood in which the relative performance of key asset classes was reversed. In particular, equities rallied while bonds and gold sold off in September. The seasonal […]
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When did you last review your SMSF’s investment strategy?

October 3, 2019 / by Altitude Wealth Management / Blog / 0 Comments
You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their investment obligations. Of key concern is ensuring that trustees have considered diversification and liquidity of their assets when formulating and executing their fund’s investment strategy. […]
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August 2019 Economic Snapshot

September 5, 2019 / by Altitude Wealth Management / News / 0 Comments
In summary August was a turbulent month for global financial markets. The concerns that emerged at the end of July about the trade dispute between the US and China, and about how much the Fed might cut rates, all spilled over into August. Fears of global recession intensified, yield curves flattened even further and equity […]
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July 2019 Economic Snapshot

Economic Snapshot July 2019   In summary     July was all about interest rates, with the Reserve Bank and the Federal Reserve both cutting (0.5% in Australia and 0.25% in the US). Here in Australia, the cash rate and bond yields are at new record lows. The RBA said it will pause to assess […]
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Super Choices for employees

Super choices for employees July 2018 If you earn most of your income from employment, you may want to make personal deductible contributions – instead of, or in addition to, salary sacrifice.. Super options Since 1 July 2017, employees have been able to claim personal super contributions as a tax deduction. Like salary sacrifice, personal […]
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Super opportunity for first home buyers

Super opportunity for first home buyers June 2019 Eligible first home buyers can save for their deposit in the concessionally taxed superannuation system, using the First Home Super Saver Scheme (FHSSS or scheme). If you qualify, this scheme may help you accumulate a larger deposit when compared to saving outside super. Key dates Voluntary contributions […]
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A Will isn’t always the only way!

A Will isn’t always the only way December 2018 You would have heard the saying: “where there’s a will, there’s a way”. This statement is usually used to encourage people who are losing enthusiasm for a task or goal. But it also reflects the way many people feel about estate planning. They think that so […]
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Steps to consider before entering Aged Care

Steps to consider before entering aged care   December 2018   Early planning can take away a lot of the stress and uncertainty that can arise when considering aged care at home or a residential aged care facility. Know what your options are The first option that probably comes to mind is a residential aged […]
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