ATO finalises compliance approach on imported hybrid mismatch rule
The ATO has published Practical Compliance Guideline PCG 2021/5 (“the PCG”) setting out its compliance approach in relation to the imported hybrid mismatch rules.
Sydney Wealth Management | Economic and Market Outlook – January 2022
The information in this article is current as at 2 January 2022. Welcome to our Economic Market and Outlook – January 2022. This edition covers the following topics: Rising economies and higher interest rates in the international economy This article discusses how the rising inflation rates and higher interest rates internationally could lead to a […]
Rising economies and higher interest rates in the international economy
The information in this article is current as at 2 January 2022. Part 1: Overview Over the past 20 years China has managed one of the fastest sustained expansions by a major economy in history. It has risen to become both an economic and military superpower. Yet it has become clear that part of the […]
Recovery and reopening of the Australian economy
The information in this article is current as at 2 January 2022. Part 1: Overview The Australian economy bounced back strongly to finish 2021. Consumer and business sentiment both remain elevated and above pre-pandemic levels while services such as hospitality are recovering as lockdowns ended. A new coronavirus variant, Omicron, poses some concerns but the […]
Shifting consumer trends: Australian equities
The information in this article is current as at 2 January 2022. Overview The S&P/ASX 200 Total Return Index returned 3.8% over the six months and 17.2% over the twelve months to 31 December 2021. Outlook Recommendation: Downgrade to neutral. The Australian sharemarket continues to trade near record highs and many companies screen as fully-valued […]
International equities: challenges ahead
The information in this article is current as at 2 January 2022. Overview The MSCI World (ex-Australia) Accumulation Index (AUD) returned 11.7% over the six months and 30.1% over the twelve months to 31 December 2021. Outlook Over the next 12 months we expect corporate earnings will continue to grow, but at a slower pace […]
M&A is here to stay
In this interview, Partner Michael Sonego from Pitcher Partners Melbourne talks to ausbiz on why the best is yet to come for dealmakers in the market, with many seeing at least another year, maybe more before M&A activity hits its peak. Michael talks about some preliminary findings from the Pitcher Partners Dealmakers survey, which found […]
Responsible Investment at Pitcher Partners Investment Services Melbourne
The last few years has seen a surge in investor interest and capital flowing into responsible investment funds, stocks, and ETFs. The heightened focus on sustainable investing, impact investing, etc, has seen a rise in the number of products available in the market to cater for investors seeking to allocate their capital into vehicles that […]
Residential property headwinds
It is almost impossible to go to a dinner party in Sydney without the discussion eventually turning to residential property prices. The animated enthusiasm of those already in the market is tempered by the uncomfortable silence and sometimes palpable anguish of those who are not. Yet despite the copious amount of media attention allocated to […]
Stock spotlight: Alibaba Group Holding Limited (NYSE: BABA)
This article is a follow-up to that which appeared in the Sydney Wealth Management update – winter 2021. Since that article was published, the share price of Alibaba Group Holding Limited has declined significantly, from levels north of US$200 to a recent low of US$110. The uncertainty around the company has intensified and revolves around […]