Newsletter – January 2014

Most share markets were up sharply in 2013. For Australian investors, 2013 was a very good year provided you had meaningful exposure to share markets, both domestic and offshore.  The Australian market provided a return of 20% using the accumulation index as the...

Newsletter – December 2013

HECS – HELP Fees & Repayments: Up-Front Payment & Repayment Changes Depending on the course they undertake, most Australian tertiary students must pay annual fees that in 2014 will vary between $6,044 and $10,085 for a full time course load. Many students pay...

Newsletter – November 2013

Have Share prices in Australia and in the US run too far ahead of earnings?   The US Dow Jones & S&P indexes are at all time highs despite the somewhat slow economic recovery in the US and on-going political wrangling. Share prices have appreciated...

Newsletter – October 2013

The US Government Shutdown – big concern or potential opportunity?  The news is currently full of dire predictions as the so-called US government shutdown has entered its second week and with the Republicans showing little sign of giving in and passing a “continuing...

Newsletter – September 2013

  The Federal Election – what does it mean for the markets?   The Liberal- National Party coalition had a clear win in Saturday’s Federal election in the House of Representatives, though the picture in the Senate is much more murky. While some hope that the new...

Newsletter – August 2013

Which investments were the winners over the past 10 Years?   Russell Investments recently released the 2013 version of their Long-term Investing Report. Click here if you are interested in reading it. It highlights two key themes over the past 10 and 20 years up...

Superannuation: always in the news

Superannuation is always in the news, both for good and bad news. It’s important to understand Super as all employees have 9% of the salary going into Super and that’s going to progressively increase to 12% starting with a move to 9.25% from 1 July 2013. For most...

Age Pensions increased from 20 March 2013

Good news for those receiving Centrelink Age Pensions; they have been increased from 20 March. Single pensioners will see increases of up to $35.80 per fortnight and couples up to $54 per fortnight (combined). Add link to pdf Centrelink Pensions Rate...
Our Mosman Office has moved!!

Our Mosman Office has moved!!

We have recently moved our Mosman office from near Spit Junction to the beautiful and historic Georges Heights area which was occupied by the Australian army for a century or more. Very close by there is a wonderful lookout that provides a view of the harbour from...