If you’re an employee receiving the standard super guarantee (SG) rate, you can look forward to a super boost from 1 July 2023 when the SG rate increases from 10.5% to 11%. There are also some ways to make additional concessionally taxed super contributions to help build a bigger retirement nest egg.

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During April, Global Share performance was solid. Global shares gained 1.6% on a currency hedged basis, but gained an even more impressive 4.5% on an unhedged basis, due to a depreciating AUD relative to the USD.

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During March, Global Share performance was solid. Global shares gained 2.5% on a currency hedged basis, but gained an even more impressive 3.9% on an unhedged basis, due to a depreciating AUD driven down by a widening interest rate differential between Australia and the U.S. In the U.S., Information Technology was the best performing sector for March, followed closely by Communication Services.

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After booming returns in January, the month of February saw most markets sell-off. Global Share performance was weak. Global shares lost 1.6% on a currency hedged basis, but gained 2.1% on an unhedged basis, due to a stronger USD and a depreciating AUD. In the U.S., almost all sectors of the S&P 500 were weaker. Technology was comparatively resilient, while Energy was amongst the weakest sectors with investors eyeing potential cost pressures.

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Markets started the year on an extremely positive note. Both stocks and bonds produced significantly above average monthly returns. Global Share performance was very promising. Global shares gained 6.2% on a currency hedged basis and 3.0% on an unhedged basis. In the U.S., Consumer Discretionary was the best-performing sector for January, with Communication Services being the next best performer. The worst-performing sector was Utilities, closely followed by Healthcare.

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Markets sold off in December to cap a year to forget for investors, with both stocks and bonds declining in the final month of 2022. December’s Global Share performance was generally poor. Global shares lost 5.5% on an unhedged basis and 5.2% on a hedged basis. In the U.S., Utilities was the best-performing sector for December, with Consumer Discretionary being the worst performer, followed by the Technology sector.

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Global shares performed well over November (2.0% unhedged and 5.4% hedged). The rally in Materials and Industrials was among the strongest over the month, although all sub-sectors gained. Energy and Consumer Discretionary stocks made more muted gains.

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Global shares performed well over October (7.8% unhedged and 7.2% hedged). Energy stocks were broadly stronger following especially robust earnings.

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We all like a good cost saving tip, even if it is something we already know. It never hurts to revisit some top tips and take a look at our current situation to see if there are savings to be made.

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We spend a lifetime generating wealth but few of us spend the time to ensure it’s passed on in the way we want it to. Having a plan in place for how and when you want your wealth to be transferred, will help all parties understand your intentions and the process.

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