Firm News

Our Firm News – April 23

Apr, 2023

Burwood Council Business Week

The last week of March 2023 was dedicated to small businesses in our local area. Our staff participated in the monthly Chamber of Commerce meeting at Burwood library, with fruitfull discussions with other busines-minded members of the comminuty. We made the commitment to participate each month, to support and strengthen the local business community.

Advisors big day out

Our Senior staff members, participated to the Advisors Big Day Out at the city centre together with  trusted financial planners. Some topics that were covered:

  • The unintended consequences of economic intervention
  • The reasons behind the poor performance of bonds in 2022
  • How likely this performance is to continue
  • What the outlook for the asset class might hold
  • The current macroeconomic climate for Australian equity investors
  • The implications for Australian equity portfolios
  • Why the value investment style has a positive outlook
  • New order in global economy
  • Making an ultra-positive return with global equities
  • Paving the way for the believers¬†
  • and more

Looking forward to share the new knowldege with you!


Apr, 2023

Cash flow – Unlocking the secrets for small businesses

May, 2023

2023 ATO Areas of scrutiny