Global markets continued to gain momentum in May, driven by strong corporate earnings and ongoing investment in AI technologies. Meanwhile, Australian markets lagged amid tighter monetary policy and softer economic conditions. Despite volatility in bond markets, easing inflation pressures and stabilising energy prices supported investor confidence toward month-end.

A record $11 billion short bet against Australia’s big banks is raising serious questions for investors. With rising interest rates, slowing credit growth and mounting economic pressures, the outlook for bank shares is becoming more uncertain. Now may be the right time to review your portfolio and reassess your exposure.

From 1 July 2026, new Australian regulations will come into effect that require accounting and advisory firms—like ours—to apply stricter client identification and verification processes.

These changes are part of the Government’s anti-money laundering and counter-terrorism financing (AML/CTF) reforms and will impact how we work with you.

Momentum isn’t luck - it’s built through stronger relationships. When trust grows, teams align, and customers feel understood, performance follows. This 12‑month series shows how to deliberately create trust, loyalty and advocacy to drive sustainable growth.

The recent Federal Budget announcements have sparked significant discussion across the investment and financial planning landscape. Proposed changes to capital gains tax (CGT), negative gearing, discretionary trusts, and broader investment taxation have left many Australians wondering what the future could look like for their wealth and long-term financial plans.

The Australian Government has confirmed that it will implement the OECD’s Crypto-Asset Reporting Framework (CARF) from 2027, with the first exchanges of information between tax authorities scheduled for 2028. Announced as part of the 2025-26 Mid-Year Economic and Fiscal Outlook (MYEFO), the move signals a major shift in the way cryptocurrency transactions and holdings will be monitored and reported for tax purposes.