Aspirations Wealth Group aim to keep our valued clients regularly informed and updated. The purpose of this update is to provide our review of the 2018FY and our outlook for the 2019FY.
Superannuation
Review of 2017 and Outlook for 2018
Our aim at Aspirations Wealth Group is to keep our valued clients regularly informed and updated. The purpose of this update is to provide a review of 2017 and our outlook for 2018.
By the standards of recent years, 2017 was relatively quiet. Sure there was the usual “worry list” – about Trump, elections in Europe, North Korea and the perennial property crash in Australia. And there was a mania in bitcoin. But overall it has been a pretty positive year for most investors.
Click here to view ‘Review of 2017 and outlook for 2018’ (PDF)
Investment Market Update July 2016
Our aim at Aspirations Wealth Group is to keep our clients informed regularly about their portfolio, investments and markets.
In our December 2015 update we noted “returns from the average balanced superannuation fund will exceed cash in 2015, but are on track for their softest results since 2011”. This statement was correct. Most equity markets have been range-bound but we have seen sharp sell-offs caused by fears of slowing Asian growth, US rate rises and now BREXIT. However each time they have been tested, the markets have recovered.
To read our Investment Market Update for 2016 please click here: Investment Market Update July 2016 (PDF)
Strong investment returns from Australian Shares
Aspirations Wealth Group see Australian shares as a key component of many investors’ portfolios. Over the longer term (5+ years) we believe Australian shares generally provide investors with higher returns than other asset classes such as cash or fixed income.
In addition to the potential for capital growth, many Australian shares generate income in the form of dividends. They may also offer investors tax advantages through franking credits. This can reduce your overall taxable income depending on your situation.
Please click the PDF below for a chart which shows the annual returns from Australian Shares.
Returns from Australian Shares (PDF)
Over the past 20 years the annual return from Australian shares has been 8.84% p.a. and there have only been 3 negative calendar years in 20.
Investment Market Update December 2015
Our aim at Aspirations Wealth Group is to keep our clients informed regularly about their portfolio, investments and markets.
Below we have provided a review of 2015 and our outlook for 2016.
What to do in volatile share markets – 3 things to consider.
Recent share market volatility is giving investors a refresher course in what a market sell-off feels like. During a market correction it’s natural for investors to wonder if they should be doing more to protect in a downturn. Please read our latest update below:
What to do in volatile share markets – 3 things to consider (PDF)
Investment Market Update July 2015
Our aim at Aspirations Wealth Group is to keep our clients informed regularly about their portfolio, investments and markets. There is significant change occurring in the world, and since these changes have an impact on Australia, we felt it was prudent to provide a review of each of the key markets which are currently experiencing change.
Please click here for our Investment Market Update July 2015 (PDF)
Investment Market Update July 2014
As we have now entered the 2015 financial year we thought this would be a good time to share key themes which we think will shape the market in the new year.
Please click below to open the update:
Federal Budget 2014
Our view is that this was the tougher budget we had to have, but it wasn’t nearly as bad as it could have been. The good news is that there is very little change to superannuation and the bad news is the potential impact on holders of the Commonwealth Seniors Health Care card.
CLICK THIS LINK FOR : Key Impacts of the 2014 Federal Budget