According to the productivity commissions research paper completed in 2021, around $3.5 trillion of assets will shift from “baby boomers” (people born between 1946 and 1964) to their heirs over the next 30 years. This is touted to be the largest intergenerational wealth transfer in history.
Weekly Market Update - 22.12.2023
Christmas Wrap Up for CY 2023
THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #48: Christmas Wrap Up for CY 2023
We apologise for the radio silence since July and will endeavour to return with greater consistency in the New Year.
In this pod we run through the significant events of 2023, our predictions from 12 months ago and the predictions for 2024.
Have a Merry Christmas and Happy New Year.
Weekly Market Update - 15.12.2023
Weekly Market Update - 08.12.2023
Weekly Market Update - 01.12.2023
Weekly Market Update - 24.11.2023
Weekly Market Update - 17.11.2023
Weekly Market Update - 10.11.2023
Weekly Market Update - 03.11.2023
Weekly Market Update - 27.10.2023
Weekly Market Update - 20.10.2023
Weekly Market Update - 13.10.2023
Weekly Market Update - 06.10.2023
Financial Planning 05.10.23 - Bonds
Financial Planning 28.09.23 - Education Bonds For the Future
We’ve previously touched on the power of investing in your human capital and how it can lead to better outcomes in the future. Education bonds are a way for individuals to help the next generation, by using a tax effective structure to support future educational needs. All information discussed in this weekly is factual in nature and for educational purposes only.
Weekly Market Update - 22.09.2023
Financial Planning 20.09.23 - Investment Bonds
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.














