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Insights

EOFY Strategies

 Discover all your end of financial year insights and ideas.

EOFY insights

EOFY – Tips to ensure you maximise returns

Get an early start on your EOFY preparations to ensure you capture all returns available to you.
10 June 2025 3 min read

Tariffs, stagflation and picking the winners: 3 key portfolio themes for FY26

The new financial year is upon us, and with-it further uncertainty around how US trade barriers might affect the global economy. So how can investors adjust their portfolios to benefit from these changes?
10 June 2025 3 min read

Investment and stock ideas for your 30 June prep

With the end of the financial year approaching, many investors are keen to tidy up their portfolios. Three nabtrade favourites – Anthony Doyle (Pinnacle Investments), Henry Jennings (Marcus Today) and Scott Phillips (Motley Fool) -share their tips for tax time.
10 June 2025 27 min listen

EOFY Strategies: two stocks to buy & one sector to avoid

With global equity markets hovering near all-time highs, Scott Phillips from the Motley Fool says when it comes to specific opportunities, it is a stock pickers market. Instead of focusing on short-term risk, investors should look at long-term potential - including these two stocks to buy and one sector to avoid.
10 June 2025 8 min watch

EOFY Strategies: divorce the dogs & get into gold

If the last half of fiscal 2025 was anything to go by, investors would be wise to constantly be on guard. Henry Jennings from Marcus Today says now is a good time to reevaluate your positions, drop the dogs, like lithium, don’t get stuck in the slow lane and look at what he thinks is a glistening sector.
10 June 2025 8 min read

EOFY Strategies: you don’t often get two bites at the cherry

This financial year brought with it a raft of volatility, from ‘Liberation Day’ tariffs, to market spikes and troughs. While equity markets appear to have rebounded quickly from April’s lows, the outcomes remain uncertain. As we head into EOFY, Anthony Doyle from Pinnacle Investment says there is an opportunity today to potentially think about the exposures in your portfolio that have performed very well and look to harness the benefits of diversification and taking a long-term view.
09 June 2025 9 min watch

EOFY Strategies: Why discipline is key in volatile markets

Henry Jennings from Marcus Today talks strategies to best position your portfolio for FY25 plus his views on the big four banks, and why copper, electrification and data centre stocks could be the place for investor opportunity.
27 May 2024 11 mins watch

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