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  • By Kofkin Bond & Co / June 2, 2020
    Reading Time: 4 minutes

    In our recent Reader Survey, about 40% of respondents reported portfolio losses of over 20% between January and March 2020, although the market rise since the lows has pared back some of the pain. Anyone relying on their investments to fund regular spending will not only be concerned about the loss in capital value, but also the reductions in dividends. National Bank has lowered its interim dividend from 83 cents to 30 cents and ANZ Bank has cancelled it completely in a sector which traditionally provides one-third of all dividends in the listed market.

  • By Kofkin Bond & Co / June 1, 2020
    Reading Time: 3 minutes

    After successfully navigating our initial response to the COVID-19 (coronavirus) health crisis, backed up with $285 billion in government support to individuals and businesses to keep the economy ticking over, thoughts are turning to how to get the economy back on its feet. 

    It’s a huge task, but Australia is better placed than most countries. Pre-pandemic, our Federal Budget was close to balanced and on track to be in surplus this financial year. Economic growth was chugging along at around 2 per cent.

    In his Statement on the Economy on May 12, Treasurer Josh Frydenberg gave an insight into the extent of the challenge ahead. He announced that the underlying cash deficit was $22 billion to the end of March, almost $10 billion higher than forecast just six months ago. And that was before the $282 billion in support payments began to flow into the economy.

  • By Kofkin Bond & Co / May 27, 2020
    Reading Time: < 1 minute
    Leigh is a lifestyle entrepreneur and the founder of The Million Dollar Business Club.
    Leigh and Tony do go back for several years. Leigh, Jamie and Tony delve into the emotional and business growth and success that has been achieved through Leigh’s guidance, the inspirational retreats and how Leigh works with serial entrepreneurs in helping guide them towards understanding their personal journey.
    As a business coach to highly successful people, Leigh helps them stay on the journey and opens up your mind to new ideas and mindful expansion.
    https://open.spotify.com/episode/1BDYcxoAXkrI52FZOaRajg
  • By Kofkin Bond & Co / May 27, 2020
    Reading Time: 4 minutes

    Studies show that faced with stress, our ability to make balanced decisions is compromised. Here are six factors that help you eliminate anxiety and fear.

    The COVID-19 pandemic is hitting every part of our lives—health and well-being, finances and job security, family, and community—in every part of the world. When we are living in a period of deep uncertainty, without context or precedent, it can be easy to make bad decisions. In fact, studies show that faced with stress, our ability to make balanced decisions is compromised. Instead, we make decisions primarily based on positive rewards, while overlooking negative consequences. Given that we make decisions all the time, how can we ensure, even during this time of crisis, that the decisions we make are good ones?

  • By Kofkin Bond & Co / May 20, 2020
    Reading Time: < 1 minute

    This week’s podcast goes through the investment and tax implications for our US expatriates with Asena Adviser as a senior Tax Adviser.

    Jamie, Tony and Renuka go through the implications of the complex tax systems in both countries and how having the correct support can save you thousands.

  • By Kofkin Bond & Co / May 11, 2020
    Reading Time: 3 minutes

    At a time of uncertainty about the economy, not to mention unexpected social isolation, people are rethinking their personal and financial priorities. 

    Whether you are spending less by necessity or because you are living more simply at home, this could be a good time to reassess your spending and review your household budget.

  • By Kofkin Bond & Co / May 11, 2020
    Reading Time: 3 minutes

    The coronavirus pandemic has resulted in dramatic and unprecedented changes for many families and households, impacting social lives, workplaces and finances. 

    As financial advisers, we are responding to the unfolding crisis to assist our clients to manage the financial repercussions.

    From looking at how the Government’s measures will impact your finances, to developing a plan to assist you to be positioned in the best possible way to make it through this period, we can provide support when it’s needed most.

  • By Kofkin Bond & Co / April 30, 2020
    Reading Time: 7 minutes

    Key points:

    • Vanguard continues to anticipate the sharpest global recession in recent history.
    • Despite China’s GDP contracting 6.8% in the first quarter in 2020, Vanguard cautions against reading too much into this figure for its global or its domestic implications.
    • The coronavirus outbreak threatens to drag Australia to two consecutive quarters of economic contraction for the first time in nearly 30 years.
    • Vanguard’s 10-year annualized outlook for equity returns, at March 2020, has improved since the start of the year as the COVID-19-inspired sell-off reduced valuations.

  • By Kofkin Bond & Co / April 30, 2020
    Reading Time: 4 minutes

    By Baillie Gifford, the investment manager of the Vanguard Active Global Growth Fund

    Baillie Gifford’s Research Agenda, which is updated annually, provides a framework to help guide the hunt for unrecognised growth opportunities and where the existing portfolio requires the greatest scrutiny to keep the portfolio fresh and full of future potential. In 2020, companies offering digital services to consumers are on this agenda.