EOFY 2025 - Time to tidy up your portfolio

It’s important for investors to periodically review their portfolios and make sure it is still fit for purpose and behaving as the investor intends. Coming up to the close of the financial year or soon after it has closed off is an ideal time to review your portfolio as there is a hard milestone for tax purposes and also for valuations.

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Quarterly Macro Outlook - April 2025

Australia is relatively well placed compared to international peers, thanks to comparatively strong domestic data and the ability for the RBA to cut rates if needed should the data weaken.

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