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
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
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