🌐 Global Markets Outlook – May 2025 🌍Volatility has returned—but opportunity remains for long-term investors. 📉📈🔸 US stocks faced their biggest two-day dip since COVID, but international markets held strong.🔸 Morningstar’s latest Global Convictions report spotlights emerging markets, UK equities, and local currency EM bonds as areas of attractive value.🔸 Defensive sectors like healthcare and value-oriented stocks (think large US banks & telecoms) are rising in appeal.🔸 Cash is back: With real yields improving, cash now plays a more powerful role in portfolio resilience and agility.📌 Key themes: Diversify. Stay long-term. Be selective.📖 Source: Morningstar Global Convictions & Outlook – May 2025
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Labour is coming for your super.
‘Hundreds of thousands’ could be caught in Chalmers’ super tax
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Jim Chalmers’ plan to raise extra tax out of superannuation funds with more than $3 million will hit hundreds of thousands of young people while enticing them to sink more cash into trusts, one of ...0 CommentsComment on Facebook
CBO scores the big beautiful bill as a massive wealth transfer from the poorest families to the wealthiest. Of course….
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This is GOOD news. Appropriate use of a limited recourse borrowing arrangement to allow leveraged assets to achieve a better self-funded retirement outcome has been proven over and over by good financial advice. While an LRBA can be used inappropriately, punishing everyone for the misuse of a few would be overkill.The Greens might focus on what their constituents care about instead - climate change and sustainability.
LRBAs not on government agenda: Treasurer
www.smsfadviser.com
Treasurer Jim Chalmers said the government is not “considering” changing the LRBA rules for SMSFs despite the Greens’ push to ban it.0 CommentsComment on Facebook
A budget fix masquerading as government policy makes for BAD government policy. See what it will become: a massive government grab of super assets. Sneaking in because it only impacts the very wealthy today, it will likely hit ALL of our kids. Speak to your local member and stop this.
Div 296 is a budget fix | SMS Magazine
smsmagazine.com.au
The Division 296 tax is being introduced as a budget repair measure and not as a long-term superannuation policy and will affect many more people than estimated.1 CommentsComment on Facebook
When democracy fails to meet the needs of the average citizen, change is inevitable. Democracy is a living, breathing thing that requires participants to believe it works for them. Autocracy on the other hand, only needs force and violence to continue. Americans may come to regret and fear what they voted for.
Science Tells Us the U.S. Is Heading toward a Dictatorship
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As president, Donald Trump pretty much checks all the warning boxes for an autocrat. Last September Scientific American warned of Trump’s “nonsensical conspiracy fantasies,” that he “ignores t...0 CommentsComment on Facebook