The "Trump Trade" refers to the behavior of global financial markets and investor actions in response to Donald Trump's economic policies and political moves. It is fair to say that since the election of Donald Trump, markets have moved substantially.Here are some key market impacts:Stock Market: Mr Trump's policies, such as deregulation, tax cuts, and increased fiscal spending, have historically led to a surge in U.S. shares, especially in sectors like technology, financials, industrials, and

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Self-Managed Super Fund Members Retire with Higher Balances According to new research from accountancy software provider Class, SMSF members are retiring earlier and with larger member balances than their counterparts in public offer funds (i.e. retail, industry super). In the recently released “2024 Annual Benchmark Report,” Class revealed that members aged 60 to 64 in SMSFs are 2.7 times more likely to utilise a transition-to-retirement income stream (TRIS) or retirement-phase income stream than those in

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To know when your liability for tax under the provisions relating to capital gains (or losses) arises, you first need to know what is considered to be a capital gains tax (CGT) event? When you dispose of an asset that is subject to CGT, it is called a CGT event. This is the point at which you make a capital gain or loss. Common disposals that will trigger a CGT event include: selling an asset,

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As the digital world becomes an integral part of our daily lives, it’s more important than ever to stay vigilant about protecting your personal and financial information online. With October being Cyber Security Awareness Month, now is the perfect opportunity to assess your cyber safety practices and take steps to safeguard your data. At Holzworth Partners, we’re committed to not only helping you achieve your financial goals but also ensuring that your personal and financial information

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At Holzworth Partners, we believe that education is the foundation of sound financial decision-making. Our goal is to manage your finances and equip you with the knowledge and tools you need to achieve your financial goals with confidence. We are passionate about helping you understand every step of the process so you can make informed choices that align with your future aspirations. To ensure you have the right support, we’ve developed a variety of resources

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Passing Away with Out a Will Holzworth Legal's real-life case studies reveal the costly and stressful consequences of not having a Will. These stories show how proper estate planning ensures your wishes are followed and protects your loved ones from legal battles. Reach out to the team today to get help setting up your Wills and powers of attorney. To learn more about Wills, visit our page on Succession Planning Case Studies- The Case of

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The Australian Taxation Office (ATO) continues to increase its data gathering programs, having registered three further data-matching notices, stating these are for “compliance related purposes”. Below we summarise the latest initiatives. Notice of a lifestyle assets data-matching program - 26 August 2024 The ATO will acquire lifestyle assets data from insurance providers for 2023-24 through to 2025-26. Insurance policy data will be collected for specified classes of assets, where the relevant asset value is equal to or

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In the ever-evolving financial landscape, the importance of professional financial advice has never been more evident. A recent report by Russell Investments highlights how financial advisers can significantly boost client portfolios, with an estimated annual value add of 5.7%. This figure underscores the multifaceted role that advisers play in safeguarding and growing their clients’ wealth, particularly through behavioural coaching, comprehensive financial planning, and tailored advice. Behavioural Coaching: A Crucial Role in Wealth Preservation One of

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Getting your head around property investment. If you’re a first-time investor, or you just want to better understand the lingo and investment performance measures, we’ve got you. We’ve put together easy to understand stats, facts and figures that any savvy property investor should get familiar with. To make life as an investor even easier, we’ve included some actions you can take if your property is not measuring up plus opportunities to look for if it

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As awareness of environmental, social, and governance (ESG) issues grows, many investors seek to align their investment portfolios with their personal values. ESG investing, which focuses on companies' ethical and sustainable practices, has become a popular choice for those who want to make a positive impact while achieving financial returns. For Australians, one of the most effective ways to customise ESG investments is through a Self-Managed Super Fund (SMSF). This article explores the benefits of

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