15 May 2024

FEDERAL BUDGET SUMMARY 14 MAY 2024

By Jane Purnell

On the evening of 14 May 2024, the Government delivered what is possibly its last Budget in the current parliamentary term. The next election is expected to be held either late this year or early in 2025.Inflation, cost of living pressures, and housing all continue to dominate the fiscal landscape, impacting the lives of Australians. The key challenges addressed in this year’s Budget include:Easing cost of living and inflationary pressures,Building more houses,Strengthening Medicare and the care

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8 Feb 2024

IndexInvest Quarterly Reports

By Jane Purnell

We are pleased to release the investment reports for the fourth quarter of 2023. These reports provide a comprehensive overview of financial markets activity and the performance of each portfolio model from inception through to the latest quarter ending 31 December 2023.Key highlights of the Q4 2023 Investment Reports include:Performance Overview: A detailed analysis of each portfolio’s performance, highlighting any significant achievements or areas for consideration.Asset Allocation: A breakdown of investments across various asset classes,

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7 Feb 2024

Ensuring Excellence in Financial Advice for Our Clients

By Jane Purnell

Today, we would like to provide you with insights into a critical aspect of our commitment to delivering top-notch financial advice – the registration process for our relevant providers within the Australian financial services landscape. Understanding Your Financial Adviser: A 'relevant provider' is an individual directly involved in offering financial advice to you, our esteemed clients. This includes financial services licensees, authorised representatives, and employees or directors of financial services licensees authorised to provide personal advice

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