Keeping in Touch – May 2016 Download Keeping in Touch – October 2016 Get set fpr the (financial) year ahead With 30 June just around the corner, there are a number of strategies available to help you to increase your wealth and potentially save on tax. Here are four strategies that, […]

Keeping in Touch – April 2016 Download Keeping in Touch – April 2016 The value of a having financial adviser Having an appropriate financial plan in place covers more than just investments and insurance. The same goes for a financial adviser – there are some you will just click with. Here […]

Keeping in Touch – March 2016 Download Keeping in Touch – March 2016 What’s your family succession plan? While often difficult, having discussions with your family about estate planning, and how your assets will be distributed when you die, is so important. Here are just some of the key building blocks […]

Keeping in Touch – February 2016 Download Keeping in Touch – February 2016 New year, fresh ideas With the New Year now underway, how are you going to manage your money differently in 2016? Looking at your finances with fresh eyes will help you get set for the year ahead and […]

Keeping in Touch – December 2015 Download Keeping in Touch – December 2015 Will your age pension be reduced next year? After being first announced in the 2015 Federal Budget, there are some changes to the age pension that will come into effect on 1 January 2017. This could mean an […]

The Economic Update – November 2015 Download The Economic Update – November 2015 Market Highlights – November 2015 Central banks help lift investor sentiment and share markets US Federal Reserve leaves door open for December rate hike China emphasises reform and innovation in the 18th Plenary session Weaker inflation leaves room […]

Keeping in Touch – November 2015 Download Keeping in Touch – November 2015 Getting set for the year ahead Setting aside time to regularly review your finances is one of the easiest ways to keep your plans on track and work towards achieving your financial goals. But time is often our […]

The Economic Update – October 2015 Download The Economic Update – October 2015 Market Highlights – October 2015 Global growth uncertainties, centred on emerging markets, weighed on markets The US Federal Reserve postponed its decision to lift interest rates A change in Australia’s Prime Minister was seen as lifting confidence Global […]

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 […]