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Division 296 Tax: Changes to super tax on high balances – What it means for you

The Government’s reforms to superannuation taxation (via the proposed Better Targeted Superannuation Concessions Bill) introduce a major shift in how investment earnings in super will be taxed for individuals with large balances. Key components (as at October 2025) include: In simple terms: for individuals with very large super balances, investment returns in their super will…

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Market Volatility – Recent Tariff Announcements and Market Impacts

Market Volatility

As you may know, the Trump administration has recently implemented (and subsequently altered) tariffs targeting all countries, mainly China. These tariffs are part of the administration’s broader strategy to address trade imbalances, protect American industries, and encourage domestic manufacturing. While these measures aim to strengthen the U.S. economy, they have caused short-term volatility in financial…

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Key Highlights from the 2025-26 Australian Federal Budget

Federal Budget update

On March 25, 2025, Treasurer Jim Chalmers delivered the Australian Federal Budget for the 2025–26 financial year. This budget, presented on the eve of a federal election, seeks to balance fiscal responsibility with measures aimed at alleviating the cost of living for Australians.​ Fiscal Outlook The budget projects an underlying cash deficit of $27.6 billion…

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Market Wrap – February 2025

Market Wrap February 2025

Economic and Market Overview Global US Australia New Zealand Europe Asia Australian dollar Australian equities Global equities Property securities Fixed income and credit Market Watch Data Sheet Important information This material is for general information purposes only. It does not constitute investment or financial advice and does not take into account any specific investment objectives,…

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