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Home
Services
Pre-Retirement Planning
Managing Complexity
Helping You Adapt to Change
Our Planning Process
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Blog

Karen S
9 May 2017
Australian Economy, Federal Budget AU

2017 Federal Budget Review

Karen S
9 May 2017
Australian Economy, Federal Budget AU

Last night’s budget was notable for its lack of major superannuation meddling for once. So, in the absence of any truly significant changes, we’ve pulled out the key points for you to consider.

Karen S
1 May 2017
The Markets, Investing, Australian Economy

2017 March Quarter Review

Karen S
1 May 2017
The Markets, Investing, Australian Economy

Global policy makers expressed a cautious welcome for continuing signs of improving activity during the March quarter. The Reserve Bank of Australia noted a pick-up in global trade and industrial production, alongside a tightening of labour markets.

Karen S
6 March 2017
Investing, The Markets, Australian Economy

SPIVA Scorecard for 2016

Karen S
6 March 2017
Investing, The Markets, Australian Economy

Every year S&P Dow Jones put out their yearly SPIVA scorecards and if they sound vaguely familiar it’s because we talk about them every year. We talk about them because they’re important.

Tagged: Finance, Australian Finance

Karen S
21 February 2017
Superannuation News

Superannuation Changes July 2017

Karen S
21 February 2017
Superannuation News

The argy-bargy is over and late last year the government’s superannuation reforms from the 2016/17 budget passed through both houses of parliament.

Tagged: Superannuation

Karen S
6 February 2017
The Markets, World News, Investing

2016 Year In Review

Karen S
6 February 2017
The Markets, World News, Investing

The dangers of basing investment strategies on media forecasts were highlighted dramatically in 2016 as the outcome of major world events and the market reaction to them confounded pundits.

Karen S
10 November 2016
World News

The Whitehouse Apprentice

Karen S
10 November 2016
World News

Well here we are again. After the Brexit vote earlier in the year we’ve again witnessed a public vote having a real-time impact on financial markets - the US voting to elect Donald Trump as President.

Karen S
1 November 2016
World News, The Markets, Australian Economy

2016 Third Quarter Review

Karen S
1 November 2016
World News, The Markets, Australian Economy

It was mostly a positive quarter for markets, with volatility across equities and fixed income being much lower compared to recent quarters.

Karen S
12 October 2016
Pension News

Pension Changes: Part Two

Karen S
12 October 2016
Pension News

A few weeks back we highlighted the looming changes to the aged pension assets test that would come into force from the 1st of January 2017.This week we’ll look at a few minor strategies, with minor being the key word if a pensioner is borderline with regards to pension eligibility.

Tagged: Pension

Karen S
12 October 2016
World News, Investing, The Markets

Clinton, Trump, Giant Meteors & Your Portfolio

Karen S
12 October 2016
World News, Investing, The Markets

We’re a month away from the US Presidential election and while that might bring sighs of relief, it may also prompt feelings of trepidation. Never before have we seen a more loathed pair of characters running for the presidency than in 2016.

Karen S
18 September 2016
Pension News

Pension Changes: 1st January, 2017

Karen S
18 September 2016
Pension News

From 1 January 2017 changes are coming to pension payments. Anyone who is currently receiving a pension or part-pension needs to be fully aware of these changes that are based around assessments of asset limits.

 

Tagged: Pension

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