SMART Life - Issue 21 - Winter 2025

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SMART Life - Issue 21 - Winter 2025

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What we can learn from the world’s most accomplished investors.

The causes behind market downturns have differed over time, we can learn much from history’s leading investors about the value of staying calm when markets are choppy. 

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Reduce financial pressure with downsizer contributions.

Downsizer contributions are a popular way to upsize your superannuation by contributing proceeds from selling your home. For many, they’re a taxeffective way to shore up financial security in retirement. We discuss who’s eligible and examine the pros and cons. 

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Go Further. 

Take your wealth journey to the next level with Smart Private Wealth -  your trusted partners in wealth accumulation, protection, and management. 


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4 Jun

SMART Life - Issue 21 - Winter 2025

The investment market volatility that kicked off in March 2025 has felt like a punch, particularly for those in or nearing retirement.


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4 Jun

Market Wrap - April 2025

Global markets whipsawed following the “Liberation Day” tariff announcements on April 2, and subsequent developments throughout the month. Volatility was rife and trading volumes were robust.


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20 Feb

Market Wrap - January 2025

The November CPI print showed that monthly trimmed mean inflation decelerated from 3.5% to 3.2%. While services and housing inflation continued the downward trend, electricity prices surprised to the upside after various subsidies came off.


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