Newsletter – March 2020 – Coronavirus Update
* Coronavirus (COVID -19): what should you be doing, if anything?
* ATO Guidance on SMSF Investment Strategy
Newsletter – February 2020
* 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
* 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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Newsletter – December 2019
* Merry Christmas and Happy New Year
* 2019 was a good year for Super & Investors generally
* A truce in the US-China Trade War
* Shane Oliver’s 20 favourite Investment & life lesson quotes
Newsletter – November 2019
* The Six Biggest bull runs and what happened next
* Tech Stocks have rocketed but many valuations look stretched
* Transition to retirement tax strategies
* Can you leave your Super/Pension to your Grandchildren?
Newsletter – October 2019
* Very low & even negative interest rates all over the world
* Downsizer Contributions into Super
* Investing for Income is not just about dividend yields
* A resource for information on big global issues
* Powers of Attorney
Newsletter – August 2019
* Unfortunately, we probably do have a serious Trade War
* It’s a crazy world – Government Bonds at negative interest rates
* Increasing signs of a slowing Global Economy
* What are the European Central Bank (ECB) & the US Fed doing about it?
* Do protests in Hong Kong matter to investors?
* Centrelink Gifting Rules
Newsletter – July 2019
* Share markets are surging despite slow economic growth
* The Self-Managed Superannuation Fund (SMSF) Sector is growing and performing
* Superannuation Death Benefit Nominations
Newsletter – June 2019
* It is all about Interest Rates!!
* Superannuation contributions before the end of Financial Year: act now!
* Will the higher HEM (Household Expenditure Measure) offset APRA loosening and again reduce borrowing capacity?
* Top Takeaways from Mary Meeker’s Internet Trends Report
Newsletter – May 2019
* A quick summary of what the Federal election means for some key policies
* The Federal election impact on Australian Shares
* The Coalition wins a third term – your superannuation policy update in preparation for the end of the financial year
* Superannuation changes from 1 July 2019
* Australia’s Population Growth remains very high
Federal Budget – April 2019
An overview of the 2019 Federal Budget delivered by LNP Treasurer Josh Frydenberg
Newsletter – March 2019
* Economic slowdown worldwide suggests caution is warranted with equities
* Residential versus commercial property
* The factors that drive Residential Property
* Commercial Property
* Federal Budget Update: coming next week
Newsletter – February 2019
* Labor’s proposed changes to Negative Gearing will negatively impact house prices
* Australian Interest Rates look likely to fall this year
* Timing your Investments
Newsletter – January 2019
* Why has the share market risen since the pre-Christmas decline?
* Payment of the increased tax on Super contributions for high income earners
* Financial Adviser and Financial Planner are now restricted terms
* Social Security (Centrelink) Assessment of the former Home for Aged Care Residents
* Enjoying the New Year at a beautiful property in Victoria
Newsletter – December 2018
* Are stock markets globally likely to fall much further?
* What about the US-China Trade War?
* Some better news: Superannuation – Downsizer superannuation contributions
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