March Newsletter 2024

March 5, 2024

After a summer of extreme weather in Australia, Autumn’s cooler climate is anticipated. Economic indicators vary, with inflation at a two-year low suggesting a potential rate cut, while retail sales show mixed results and the Australian dollar remains weak despite a slight increase in share prices influenced by global market events.

In this months newsletter we discuss the impact of the proposed tax on superannuation balances over $3 million, and it’s implications for investment strategy and end-of-financial-year contributions. We also talk about the importance of insurance and how it can serve as a tool to address broader risks in life. And last but not least we look at mankind’s long history of trying to stop the clock and reverse the effects of aging from Cleopatra’s donkey milk baths to Ponce de Leon’s search for the fountain of youth.

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