Equity markets are pricing in a worse than average US recession. The VIX is at 80. Have we seen the worst?
Look at history - present volatility suggests peak panic will create a bottom in stock prices. VIX peaked in October 2008. S&P500 price...Read more
The Ground is Moving – Focus on What You Can Control!
There are 4 stages to the psychological impact of epidemics. As entrepreneurs we need to push the dialogue from panic and fear...Read more
Woodpoint Letter (Q1 2020): Correction or recession?
Market volatility reminds investors to understand risk In our last investment letter, we examined the macro environment moving into 2020 and discussed key...Read more
Restructuring your US operations – Part 3: Anti-avoidance rules in the Internal Revenue Code
Where a corporate reorganization results in a transfer of property to a foreign corporation (such as an Australian registered company), the normal nonrecognition...Read more
CGT and foreign resident beneficiaries: TD 2019/D6 and TD 2019/D7
The Australian Taxation Office recently released draft Taxation Determinations TD 2019/D6 and TD 2019/D7. The combined effect of the draft Determinations is that...Read more





