Connection Point October 2015 Download Connection Point October 2015 Welcome to the October edition of Connection Point. This month we cover: New Social Security rates and thresholds from 20 September 2015 New aged care fees and thresholds from 20 September 2015 Lost member account thresholds increased Look-through tax treatment for LRBAs
Keeping in Touch – October 2015 Download Keeping in Touch – October 2015 The power of regular investing One of the world’s most admired investors, Warren Buffett, is famous for saying “Don’t save what is left after spending; spend what is left after saving.” While this approach may not always be […]
The Economic Update – September 2015 Download The Economic Update – September 2015 Market Highlights – September 2015 Concerns intensified over Chinese growth though US growth strengthened Global shares declined on these concerns Investors retreated to safe haven currencies Fed’s policy announcement later this month will be closely watched
Keeping in Touch – September 2015 Download Keeping in Touch – September 2015 Starting small with personal insurance For many people, personal insurance is something they think they will never need. But the reality is, many do.
The Key Newsletter – Spring 2015 Download The Key Newsletter – Spring 2015 Issue 48 of the latest market insights from Financial Services Partners includes: Wealthy retirees to be hit hardest by the pension changes Young parents need $1 million of life cover Don’t be distracted by Greece, it’s all about China Tending to […]
The Economic Update – August 2015 Download The Economic Update – August 2015 Market Highlights – August 2015 Developed market economic growth is becoming more synchronised Global shares rebound on a Greece solution although emerging markets struggled Bond yields rallied as global growth concerns resurfaced The US dollar (USD) rose in […]
Keeping in Touch – August 2015 Download Keeping in Touch – August 2015 How financial planning works Looking to plan for the future and want to get some financial advice? Some people don’t know where to start or what to expect, but the process is very simple and could help you […]
The Economic Update – July 2015 Download The Economic Update – July 2015 Market Highlights – July 2015 US economic indicators improved as consumer spending rebounded from earlier weakness. Bond yields rose as expectations solidified that the US Federal Reserve (Fed) would commence raising rates this year. Global shares fell on […]
Keeping in Touch – July 2015 Download Keeping in Touch – July 2015 Having insurance for life Many people are unsure whether life insurance is important, especially as they get older. Here we look at the benefits of having life insurance at each stage of your life – whether you are […]
Connection Point June 2015 Download Connection Point June 2015 Welcome to the June edition of e-Insight. This month we cover: New private health insurance rebate thresholds from 1 April 2015 ATO pre-assessment letters for excess concessional contributions Labor Party release proposed changes to superannuation Reminder to claim franking credits for retirees […]