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.
Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.