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Sydney Wealth Management update autumn 2022

Sydney Wealth Management update autumn 2022

Welcome to our latest Wealth Management Update.

This edition covers the following topics:

Reporting season update

This reporting season update looks at both the Australian Share Portfolio and the International Share portfolio for this quarter, with key points on each business, plus detailed comments written by the Pitcher Partners Wealth Management team.

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International shares and interest rate sensitivity

Macroeconomic factors have defined this quarter over and above business fundamentals, sparking a discussion that highlights the interest rate sensitivity in different kinds of businesses. This article explains both why this is happening and how it correlates to economic growth.

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Stagflation occurs when an economy is contracting, while inflation and unemployment are rising. Currently, energy and oil prices have increased and there has been a broader reversal in globalisation, which adds to inflationary pressure and reduces the growth prospects of emerging economies. This article centres on a discussion regarding what we are seeing now and if inflationary pressures will be sustained.

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Recent superannuation changes – more flexibility for older Australians and first home buyers

A number of welcomed amendments to the superannuation provisions will be coming into effect, aimed at providing older Australians and first home buyers with greater flexibility to contribute to super and access to the equity in their home. Read on to find out more about the changes and how you can benefit from them.

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Superannuation: Removal of the work test and planning opportunities

The repeal of the work test for those aged 67 to 75 is a fantastic change to superannuation; the ever-evolving asset base for most households. This article explains these changes and provides an overview on the strategies and impact of this amendment.

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Liability limited by a scheme approved under Professional Standards Legislation. Any advice included in this newsletter has been prepared without taking into account your objectives, financial situations or needs. Before acting on the advice you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. You should also obtain a copy of and consider the Product Disclosure Statement for any financial product mentioned before making any decisions. Past performance is not a reliable indicator of future performance. Advisors at Pitcher Partner Sydney Wealth Management are authorised representatives of Pitcher Partners Sydney Wealth management Pty Ltd, ABN 85 135 817 766, AFSL number 336950.
This content is general commentary only and does not constitute advice. Before making any decision or taking any action in relation to the content, you should consult your professional advisor. To the maximum extent permitted by law, neither Pitcher Partners or its affiliated entities, nor any of our employees will be liable for any loss, damage, liability or claim whatsoever suffered or incurred arising directly or indirectly out of the use or reliance on the material contained in this content. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.

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