Newsletter Federal Budget 2022
* The 2022 Federal Budget
* Ukraine and the “Axis of Autocracy”
* Bond Market Selloff
* The Case for Gold
* Andrew’s Pending Retirement
Newsletter – January 2022
* A Report Card on what I was expecting a year ago
* Some Forecasts for 2022
* Inflation in the US and impact on Equity Markets
* Andrew’s Retirement
Newsletter – December 2021
* Merry Christmas & Happy New Year
* US Inflation is high and what it might mean for interest rates
* Downsizer Contributions to Super – qualifying age likely to be reduced to 60
* Abolition of the minimum salary threshold for SG contributions
* Change on ownership of Colonial First State
* Magnitsky Laws passed by Australian Parliament – good news!
Newsletter – November 2021
* Inflation in the US is seemingly out of control
* The share market is vulnerable if inflation causes significant interest rate rises
* Electric Vehicles (EVs) are a big deal
* Increased scope for older people to contribute to Superannuation
* What is the Family Tax Benefit and who can receive it?
* Pfizer’s COVID Pill is effective & likely to be deployed globally
Newsletter – October 2021
* Is rising inflation going to lead to higher interest rates soon?
* Will you ever receive a Government (Centrelink) Age Pension?
* The Commonwealth Seniors Health Card (CSHC)
* Centrelink Gifting Rules
Newsletter – September 2021
* The US Share Market is highly valued compared with other markets
* China’s Evergrande is in trouble, does it matter?
* Andrew’s Pending Retirement
Newsletter – August 2021
* The Delta Variant is impacting parts of the Share Market, not just our Health
* High Commodity Prices are helping Australia greatly
* How Investment Diversification helps you
* CBA Buy-Back
Newsletter – July 2021
* Is the spreading Coronavirus outbreak a big deal economically?
* Inflation: is it a precursor to higher interest rates?
* Superannuation Changes effective from 1 July 2021
* Annual Super & Investment Statements coming soon
Newsletter – June 2021
* Temporary Reduction in Minimum Pensions extended for 2021/22
* Buying a property off-the-plan
* Downsizer contributions to Super don’t have to be in Cash
* Superannuation Death Benefits
* Cryptocurrencies are very volatile
* Artificial Intelligence
Federal Budget 2021/22
Federal Budget 2020/21
Newsletter – April 2021
* 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 – March 2021
* Why Cash is not a suitable investment
* The case for owning Equities (Shares)
* China’s Latest Five Year Plan
* Sergei Magnitsky Update
* Another Book recommendation: “The Frenchman”
Newsletter – February 2021
* Do rising bond yields threaten the share market?
* Indexation of the Transfer Balance Cap
* Super Contribution Rules – A refresh
* The importance of Asia, particularly China, in world trade
Newsletter – January 2021
* What will a Biden Presidency mean for US & Global financial markets
* Are we in a stock market bubble?
* The risk that Covid-19 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
Newsletter – December 2020
* 2020 – A Year that will certainly be remembered!
* Investment Implications for 2021
* Holiday Reading for Investors
Newsletter – November 2020
* 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
* 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
* 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
* 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
* 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