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Market Update – July 2023

As the inflation rate begins to ease, with consumer inflation slowing to a 13 month low in May, many commentators expressed hope that further interest rate rises may be kept in check.

That led to a slight improvement in investor outlook for stocks at the end of June. The S&P/ASX 200 closed the month at about the same level as in May but, over the financial year, it’s risen more than 10%.

If you would like to discuss how the recent market updates affect your financial situation, please get in touch on myadviser@moneyclip.com.au or call us on 02 9299 2292.

finance

Recent Blog Posts

finance

Tax changes – what it will mean to me?

Prime Minister Anthony Albanese has announced proposed changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared to the tax they paid in 2023-24.

Out with the old in 2024

A New Year is a chance to start afresh and move into the year ahead with confidence and optimism that it’s going to be a great one! Part of setting yourself up for a wonderful year can sometimes be letting go things in your life that are not so beneficial for you and may be holding you back from living the life you want.

Measure it, manage it – business milestones to success

Running a healthy small business is no mean feat, and business owners have certainly had some challenges thrown at them over the past few years.

Strategies for long-term investing

Given the inherent volatility of security prices in capital markets, it is useful to remind ourselves of strategies that investors can utilise to meet their investment goals. This is important when constructing and positioning a diversified portfolio of assets, a challenge that most financial advisers face daily. Reminding ourselves of the fundamentals of portfolio construction can help investors position portfolios appropriately in times of crisis and volatility.

Prioritising Mental Health

In today’s modern business landscape, small and medium enterprises (SMEs) are the backbone of the economy.

Powering Down For a Relaxing Holiday

It’s nice to enjoy a break over the summer months. In fact, it’s an Aussie tradition – that mass exodus after Boxing Day that sees us head off for some well-earned rest and relaxation. However, it can be hard to unwind when we have a device in our pocket buzzing away every couple of minutes.

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02 9299 2292

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