Investment Bonds are a type of managed investment product, where funds are pooled with other investors and invested into investment options chosen by the investor. These long-term investments are attractive for their potential tax efficiency, depending on investors circumstances, such as high marginal tax rates or those looking to invest for children or grandchildren. All information discussed is factual in nature and for educational purposes only.
Weekly Market Update - 15.09.2023
Financial Planning 14.09.23 - Is Your Super Performing?
Every year APRA conducts an annual performance test for superannuation products. The assessment under the performance test is intended to hold registrable superannuation entity (RSE) licensees to account for underperformance. A RSE is a regulated superannuation fund. All information discussed below is factual in nature.
Weekly Market Update - 08.09.2023
Financial Planning 06.09.23 - Alternative Assets
Weekly Market Update - 01.09.2023
Financial Planning 31.08.23 - Intergenerational Report 2023
The sixth intergenerational report was released last week by Jim Chalmers and the Albanese Government. It offers a broad long-term view of the forces that will shape our country’s economy and monetary position over the next 40 years (2062/2063). It is near impossible to accurately predict what happens in 5 years, let alone the next 40, but it does shed some light on what the government thinks we might look like in the years to come.
Weekly Market Update - 25.08.2023
Financial Planning 23.08.23 - Choosing a path: Invest in Stocks or Property?
Weekly Market Update - 18.08.2023
Financial Planning 16.08.23 - Retirement Planning Services Inadequate
Weekly Market Update - 11.08.2023
Financial Planning 09.08.23 - Investing in your 40’s+
Weekly Market Update - 04.08.2023
Financial Planning 02.08.23 - Investing in your 30’s
Weekly Market Update - 28.07.2023
Financial Planning 26.07.23 - Investing in your 20’s
Weekly Market Update - 21.07.2023
Cleantech business Carbonxt's (CG1) new deal
THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #47: Cleantech business Carbomxt’s (CG1) new deal
This is our second discussion with Carbonxt CEO, Warren Murphy. CG1 recently announced a new joint venture with Kentucky Coal Processing (KCP) where KCP’s facility and coal will be used to create Granular Activated Carbon (GAC) utilising the CG1 AC technology.
Their target market is the highly lucrative treatment of US drinking water and removal of PFAS or per-and polyfluoroalkyl substances; otherwise known as forever chemicals.
Recent EPA regulation changes will require the removal of PFAS from drinking water and has created a growing market opportunity, currently estimated to be worth US$600m.
Financial Planning 19.07.23 - What Wealthy means to Australians in 2023
Many Australians used to associate wealth with home ownership. As our country becomes more diverse and inclusive, with individuals having greater freedoms, this association is changing. The Demographics Group and AMP released a report exploring Australian attitudes towards what ‘feeling wealthy’ now means to individuals.