Keeping in Touch – July 2014-Article 3 Download Keeping in Touch – July 2014-Article 3 How the recent budget affects singles With so many announcements made as part of the May 2014 Federal Budget affecting families and retirees, it can be hard to work out exactly what will have an impact […]
The Economic Update – July 2014 Download The Economic Update – July 2014 July 2014 – Summary Most markets rose strongly in June as the continuation of the global search for yield thematic again saw fixed income and share markets both perform well. The search for yield was given added impetus […]
Connection Point June 2014 Download Connection Point June 2014 Connection Point June 2014 This is our bi-monthly read aimed at providing some useful information for our clients, industry contacts and valued referral partners. We hope you enjoy this edition of Connection Point. A wake up call on your SMSF responsibilities Commonwealth […]
The Economic Update – June 2014 Download The Economic Update – June 2014 June 2014 – Summary Financial markets rose strongly in May. The key driver was the continuation of the global search for yield, supported by both low and stable inflation across the developed world and the success of central […]
Keeping in Touch (2) – June 2014 Download Keeping in Touch (2) – June 2014 Estate Planning Is your estate plan up-to-date? Having a comprehensive estate plan will help you to pass on the assets and money you’ve worked so hard for throughout your life to those that you wish to […]
Keeping in Touch – June 2014 Download Keeping in Touch – June 2014 Ease the pain of a Medicare levy increase A rise in the Medicare levy from 1.5% to 2.0% from 1 July 2014 makes it imperative to consider all options on how you can mitigate the impact of the […]
The Key Newsletter – Winter 2014 Download The Key Newsletter – Winter 2014 Issue 43 of the latest market insight from Financial Services Partners. In this issue: Changes to deeming rules a concern for many retirees A new opportunity to boost your super Will you outlive your money? To the Blue […]
The Economic Update – May 2014 The Economic Update – May 2014 The volatility apparent in financial markets in the first quarter of 2014 continued through April. Concerns over the Chinese economy, geopolitical tensions in the Ukraine and Russia, and the outlook for global earnings all impacted markets at various points […]
Federal Budget – May 2014 Federal Budget 2014/15 An update on the Federal Budget 2014/15 and what it means for you.
Keeping in Touch (2) – May 2014 Important changes to insurance within super From 1 July 2014, there are a number of changes to insurance within super that you need to consider when looking to protect yourself through an appropriate trauma insurance policy. While these changes take effect from 1 July […]