Newsletter – April 2021

by | Apr 21, 2021 | Blog, Monthly Newsletters

* Important changes to Income Protection Policies
* Feeling safe is the most important liveability attribute for Australians.
* Bitcoin – is it a genuine investment?
*Will NZ property investor tax reforms crash prices & are there implications for Australia?

Newsletter – January 2021

by | Jan 19, 2021 | Blog, Monthly Newsletters

* What will a Biden Presidency mean for US & Global financial markets
* Are we in a stock market bubble?
* The risk that Covid-17 Vaccines won’t necessarily end this epidemic soon
* A New Team member in Sydney – Helen Houston
* Changes in the Financial Planning Industry
* Tesla, an example of some highly questionable company valuations
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Newsletter – November 2020

by | Nov 30, 2020 | Blog, Monthly Newsletters

* Covid-19 Vaccine News is very positive for health and financial markets
* The market reaction to the US Election Results
* Low interest rates – bad for term deposits,  good for residential property prices
* Implications of Gifting for Social Security Recipients

Newsletter – October 2020

by | Oct 14, 2020 | Blog, Monthly Newsletters

* Cash is King no longer applies
* 2020 Federal Budget & Implications
* Superannuation changes in the Budget
* Salary Sacrifice / Personal Tax-deductible Super Contributions
* Cashing out your Super in Retirement
* Residential Property Prices
* Sustainable Investing – a look at Australian Companies

Newsletter – September 2020

by | Sep 23, 2020 | Blog, Monthly Newsletters

* What has happened in Financial Markets since late February?
* Can Tech Stocks keep rising or is it a bubble?
* Morgan Housel on finding the sensible balance between optimism and pessimism
* The role of Fixed Interest Investments (Bonds)
* Navigating the new assets test limit for the Age Pension

Newsletter – August 2020

by | Aug 12, 2020 | Blog, Monthly Newsletters

* Where to next for the share market – the positive ( “Bull”)  case
* Where to next for the share market – the negative (“Bear”) case
* Gold is running hot
* How dominant are the big  5 US Tech companies? Very!
* Tightening Bank Credit Standards
* The good times for Bank investors ended some time ago

Newsletter – July 2020

by | Jul 21, 2020 | Blog, Monthly Newsletters

* Will the US Stock Market continue to ignore any Bad News?
* The Global Vaccine Race offers hope but not certainty
* Hamish Douglass from Magellan on the very uncertain outlook
* It is all about Technology
* China’s Assertiveness is a serious threat that could have big consequences

Newsletter – June 2020

by | Jun 23, 2020 | Blog, Monthly Newsletters

* Can the Stock market keep rising despite weak economic fundamentals?
* Australian Interest Rates
* End of Financial Year – Super Contributions & Pension Payments
* Superannuation – Contribution Flexibility for older Australians
* Changes to Minimum Pensions for next Financial Year – 2020/21

Newsletter – May 2020

by | May 6, 2020 | Blog, Monthly Newsletters

* Escalating US-China tensions threaten the share market recovery
* Some challenges and likely changes as a result of coronavirus
* Australian Banks under pressure
* How long Will a Vaccine Really Take
* Reduced Minimum Payments for Income Streams (private pensions)
* Early Access to Super
* Deeming Rates for Centrelink Age Pensions

Newsletter – February 2020

by | Feb 25, 2020 | Blog, Monthly Newsletters

* Coronavirus and the growing impact in financial markets
* What is happening in financial advice post the Hayne Royal Commission
* Changes to Income Protection insurance cover across the industry
* No new CommInsure policies from 31 March 2020
* Environmental, Social & Governance (ESG)

Newsletter – January 2020

by | Jan 22, 2020 | Blog, Monthly Newsletters

* Cash is safe but a poor option for longer-term investors
* A challenge for investors – Share-market valuations are looking stretched
* Are geopolitical shocks a threat to share prices?
* The World’s Largest Cities
* Sydney’s rapidly growing population has big implications
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