Newsletter – October 2018
* Has the Stock market correction got further to run?
* Should we be concerned about the US-China Trade War?
* The good news – we are a wealthy country!
Newsletter – September 2018
* Some Personal Reflections on the Global Financial Crisis
* Does the proposed demerger of Financial Wisdom & Colonial First State impact you?
* Are Royal Commissions significant events for investors?
* Living Independently: A look at in-home care options
Newsletter – August 2018
* What is causing Australian house prices to fall?
* Is there really a trade war developing between the USA & China and does it matter?
* The effective Income tax free thresholds for 2018-19
* Be aware of Centrelink changes if applying for the Age Pension or other benefits
* What if your (Super) Pension account has gone above the Transfer Balance Cap of $1.6m?
Newsletter – July 2018
* Is the rally in US Tech stocks over?
* My Health Records – why I plan to opt out
* Something unusual – US interest rates above Australian rates
* How to find out if the airbag in your car is safe or needs replacing
Newsletter – June 2018
* Australian and US Share markets – strong but vulnerable?
* CBA to demerge some businesses including Financial Wisdom, our licensee
* Having an Adviser increases the likelihood a successful Insurance Claim
* Funeral Insurance – not a great deal
Should you make a tax deductible Personal Super contribution before 30 June?
There are limited opportunities to reduce your taxable income these days but there was some great news announced in 2017 regarding the rules around who could make personal tax-deductible super contributions. Before this financial year, 2017-18, you could only claim a...Federal Budget May 2018 – Snapshot
Please click here for a summary of the key announcements in the Federal Budget for 2018-19.Newsletter – April 2018
* The Banking & Superannuation Royal Commission
* Do the FANGS suggest the US stock market is turning down?
* Australian Migration Data is interesting
* SMSF – an update on issues that may impact you this financial year
Newsletter – March 2018
* Would Labor’s proposed changes to dividend imputation matter to you?
* Income Protection Premiums – why are they rising?
* For Women: Balancing Work and bringing up Children
Newsletter – February 2018
* Financial Advice from the world’s most successful investor, Warren Buffett
* The Sharing Economy – Airbnb, Uber, Airtasker, Freelancer, etc
* Ramsay Financial Group keeps growing
January 2018 Newsletter
* Share markets continue their upward march after a strong 2017
* Australia’s apartment construction boom
* What is an Enduring Power of Attorney?
* What are investment benchmarks?
* Bitcoin – an explainer
Newsletter – December 2017
* How to create the Ultimate Bucket List
* Incentives to Downsize the Family Home
* Bitcoin: what to make of it?
* Australian Stock Exchange (ASX) Settlements
Newsletter – November 2017
* Superannuation Contribution Splitting with a Spouse
* Helping your children financially: Loans vs. Gifts
* What is China’s Belt and Road Initiative also known as “One Belt, One Road”?
* Counting the financial cost of a curve ball
* Insurance Companies actually do pay most Claims!
Newsletter – October 2017
* Making a Smooth Transition to Retirement
* Don’t discount the possibility that North Korea could provoke a very serious war with the US
* Is Australian Business Over Regulated?
Newsletter – September 2017
* Magellan Global Trust Offer
* Removal of Capital Gains Tax Exemption on Main Residence for Foreign Residents
* Bitcoin, Ethereum and other crypto (digital) currencies
* CommInsure
Newsletter – August 2017
* Marginal tax rates (MTRs) in 2017-18
* Cautious, Alert, but not Alarmed
* Home Care Reforms
Newsletter – July 2017
* Understanding Your Personal Balance Sheet – it’s not just money!
* Home Ownership in Australia is Declining
* Stamp duty and first home owner grant changes in effect across Australia
* Claiming tax deductions on residential property
* Downsizing your home in retirement
* Tax changes for foreign property owners
End of Financial Year Newsletter
* Are most Investment Assets like Shares & Property overvalued?
* Where to the Property market?
* Changes to Personal Tax Deductible Super Contribution from 1 July 2017.
* Understanding Your Super & Pension Statements
* Superannuation Splitting between Partners
Federal Budget 2017-18
Some key announcements from the Federal Government Budget for 2016-17
Newsletter – April 2017
* Is the amount you can have in superannuation now limited to $1.6 million?
* What happens if I am over the new transfer balance cap on 1 July 2017?
* The Regulators are applying the brakes to Investment Property Lending
* Good news for Australia – no economic downturn in China
* Anzac Day Tribute