Dejan

33 items

  • A Company of Two, Worth Hundreds of Millions

    The AI productivity revolution has a new poster child. Matthew Gallagher’s AI-powered company, Medvi, a telehealth provider of GLP-1 weight-loss drugs, last year reported annual revenue of US$401 million. This year the company is on track to reach $1.8 billion in sales. And the real surprise? Gallagher’s only employee is his younger brother Elliot. It’s

    Published On: May 22nd, 2026By
  • Should You Pay Down Debt or Invest During High Interest Rates?

    With the current RBA decisions affecting so many homeowners and property investors, we’re often asked whether it’s best to pay down debt or invest during high interest rates. The simple answer? There is no single best-fit solution.  Your decision should take into account factors such as your financial position, investment strategy, risk profile and tax

    Published On: May 21st, 2026By
  • Federal Budget Key Changes

    The Federal Government last night handed down its 2026 Budget, with the largest reforms since the Howard era. With the Iraq war and ongoing fuel crisis causing uncertainty across markets and a focus on ‘intergenerational fairness’, there are some key changes for investors. The Budget, if it moves forward into legislation, will see scaled-back tax

    Published On: May 13th, 2026By
  • RBA Cash Rate Update

    As widely expected, the Reserve Bank of Australia raised the official cash rate at its meeting on Tuesday, increasing it by 25 points to 4.35%. It’s the third consecutive hike this year, completely reversing last year’s cuts. Inflation remains above the RBA target of 2–3%, with headline inflation reaching 4.6% for the 12 months to

    Published On: May 8th, 2026By
  • Why More Australians are Seeking Financial Advice Later in Life

    There is a growing trend we’ve noticed in financial planning, and that’s Australians seeking financial advice later in life.  While for some this may be due to a limited capacity to seek financial advice while younger, it also reflects the increased financial complexity that comes with age. Whether it’s financial planning for retirement, or help

    Published On: May 7th, 2026By
  • Super Co-Contribution Update for EOFY 2026

    The deadline for EOFY super co-contributions is approaching. Designed to help individuals save for retirement within superannuation, the scheme allows you to make either concessional or non-concessional contributions. Voluntary contributions effectively allow you to reduce your taxable income and potentially lower your marginal tax. If you have a child at university or partner working part

    Published On: May 1st, 2026By
  • Capital Gains Tax Changes Under Consideration

    The federal government is considering changes to current capital gains tax (CGT), according to media reports. Introduced in 1985, the CGT, which treats investment gains as taxable income, was initially tied to inflation. It applies when assets held for at least 12 months are sold and levied on the amount the asset has increased in

    Published On: April 24th, 2026By
  • Tax Strategies for High-Income Earners in Australia

    With EOFY approaching, now is an ideal time to review your tax strategy. For high-income earners, it’s a crucial step to minimise overpaying tax, which may have a broader impact on your cash flow and financial planning. Comprehensive EOFY tax planning helps you assess your current financial strategy, make necessary adjustments and optimise tax outcomes

    Published On: April 22nd, 2026By
  • Market Metrics: MSCI AC World Index

    The latest MSCI AC World Index is in, with some startling results. The data tracks five-year cumulative returns across global markets, which is the total growth over five years assuming reinvestments of dividends and capital gains. While there was overall strong performance across global equities, of note were individual market results. Several international markets outperformed

    Published On: April 17th, 2026By
  • How Inflation Impacts Retirement

    With interest rates rising once more, homeowners and investors are keeping a close eye on inflation. While inflation directly links to cost of living and RBA decisions on interest rates, it also plays a broader role in your retirement planning. Understanding how inflation can affect your financial plans – and knowing what to do about

    Published On: April 14th, 2026By
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