Changes to Capital Gains Inclusion rate explained

May 08, 2024 |Robert Thomson

...the change that is receiving the most attention was the surprise change to the Capital Gains Inclusion rate.

Read more

Fixed Income: We're Back!

February 22, 2024 |Robert Thomson

...Fixed Income managers could be described as “giddy”. There was a clear sigh of relief as they now had yield in their portfolios. Two managers opened their presentation with the words “We’re Back!”.

Read more

Unrealised Losses: The misleading path it leads you down

April 19, 2023 |Robert Thomson

No one is able evaluate any element of performance of an account/portfolio by looking at the unrealised gains/losses figures.

Read more

Saving for a Home: The FHSA

April 10, 2023 |Robert Thomson

The Federal Government is rolling out a new savings account for first-time home buyers, called the First Home Savings Account (FHSA). Here is how it works

Read more