Changes announced in the May Federal Budget will significantly alter how capital gains tax is calculated on investment properties from 1 July 2027. Under the proposed reforms, the existing 50…
Australians have traditionally had a strong appetite for residential property investment. However, proposed changes to the capital gains tax discount and negative gearing arrangements announced in the May Budget may…
At Cadre Capital Partners, effective portfolio construction begins with understanding risk. This is especially important within fixed income and defensive assets, where investments are often grouped together as the “safer”…
Investment Committee Overview The Cadre Capital Partners Investment Committee recently met to assess the changing global investment environment, with particular attention given to geopolitical tensions, energy security, inflation, bond markets…
For many Australian family business owners, the business is more than an asset. It is often the result of decades of sacrifice, risk-taking, long hours and personal identity. It may…
The start of a new financial year always brings changes to tax, superannuation, wages, business deductions and retirement planning thresholds. While some of the 1 July changes will provide modest…
For many retirees, superannuation is no longer just a retirement income vehicle. It is also one of the largest assets they may leave behind to the next generation. This creates…
Positioning portfolios for a higher-rate, higher-inflation environment Cadre Capital Partners held its monthly Investment Committee meeting to review the global macroeconomic backdrop, portfolio positioning, sector exposures and emerging investment themes.…
The Federal Government has begun introducing legislation to enact a number of tax changes announced in the May Federal Budget. The first bills introduced into Parliament cover proposed changes to…
At our recent Investment Committee meeting, we reviewed the current global investment environment, including economic conditions, market valuations, inflation risks, interest rates, geopolitical developments and portfolio positioning. While investment markets…