Keeping in Touch – Budget 2013

Keeping in Touch – Budget 2013 Federal Budget 2013 Earlier this week Treasurer Wayne Swan delivered his sixth Federal budget. This summary is designed to update you on some of the key announcements and help you to understand the impact to your own situation. As always you should seek advice before […]

Keeping in Touch- May 2013

Keeping in Touch- May 2013 Future of Financial Advice First announced by the Labor Government in 2010 as an initiative to improve consumer confidence and trust in the financial services industry, the FoFA reforms are about to take effect in July this year. In the lead up to the implementation on […]

The Economic Update – March 2013

The Economic Update – March 2013 Concerns over the situation in Europe escalated in March as officials struggled to agree on terms for a bailout for Cyprus, denting investor risk appetite. Despite this, we do not see this significantly impacting the global growth outlook or the outlook for markets, though it […]

The Economic Update – February 2013

The Economic Update – February 2013 We believe that world growth will remain below average on net as robust growth in Asia is offset by weakness in Europe. With continued significant excess capacity across the developed world set to suppress inflation for some time, central banks will maintain negative real interest […]

Keeping in Touch – March 2013

Estate Planning Top Tips When it comes to Estate Planning there is a lot to consider but it is important to most of us that our assets are left to the intended beneficiaries, with no negative tax liabilities. If you have structured your Will correctly, and considered your Estate Planning as […]

Keeping in Touch – February 2013

Transitioning to Retirement Life expectancy and Lifestyle: Generally, life expectancy is on the rise. We are working harder and living longer! It is possible that you could be in the retirement period for around 20 years and be accustomed to a high standard of living that you wish to maintain.

The Economic Update – January 2013

Summary: US – underlying US economic momentum in retail and housing appears resilient amid declining GDP growth. Europe – industrial production has continued to weaken, especially in the energy sector. China – GDP and exports have exceeded growth expectations. Australia – unemployment rates rose while annual inflation remaine…