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Kelly
GradDipFPDirector / Financial Adviser
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Jennifer
GradDipFPParaplanner / Senior Technical Officer
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All About Capital Return – Investing for the Future
A few weeks ago we wrote about income return – the return you get while you continue to hold an investment asset. This week, we turn our attention to capital return – the return you don’t get until you sell your investment asset.

All About Income Return
Last week we discussed the two ways that investments make you money: through capital growth and through an income return. This week, we thought we would do a bit of a deep dive into income return.

Not all Returns are Equal
As the financial year chugs along, we think this is a good time to remind our readers that investment rewards come in many shapes and sizes – and some may suit your needs more than others.

What is the Target Cash Rate (and Why Does it Matter)?
Last week, for the third month in a row, the Reserve Bank of Australia hiked its target cash rate. The target rate is now 1.35%, up from the all-time low rate of 0.1% that it had been at since November 2020. So, what is the target cash rate? And why does it matter?