Short notes on Australian and cross-border markets
These are research briefs we have written for clients. All descriptive, all historical, all with sources cited. No forecasts, no recommendations.
How Australian asset classes have moved over the last 20 years
A plain-English walk through equities, cash, bonds and residential property — the range, the drawdowns, and what the data actually shows.
The four risks in any cross-border allocation that people forget
Currency, residency, timing and reporting — the four things that quietly change the outcome of an otherwise sensible decision.
Overseas investments: the tax points worth knowing before you act
Information only, not tax advice. The framework to take to your registered tax agent.
Australian residential market cycle
What 30 years of Sydney and Melbourne property data shows about upswings, corrections and interest rate sensitivity.
Superannuation and cross-border considerations
Australian super, foreign pensions and residency: the structural points to review before moving.
Australian dollar and its impact
Commodity prices, rate differentials and how AUD moves affect imports, exports and cross-border portfolios.
Property vs shares: long-run comparison
Returns, volatility, leverage, liquidity and transaction costs across two major Australian asset classes.
Business structure and asset protection
Sole trader, company or trust: the trade-offs for small Australian businesses before assets accumulate.
Australian tax residency rules
The four residency tests, double tax agreements, and common pitfalls for new arrivals and departures.