Home
Services
Pre-Retirement Planning
Managing Complexity
Helping You Adapt to Change
Our Planning Process
Investing
Insurance
Knowledge
FAQs
Our Financial Services and Credit Guide
About Us
Our Story
Our Team
Client Testimonials
Blog
Contact
Client Portal

Spencer Private Wealth

Home
Services
Pre-Retirement Planning
Managing Complexity
Helping You Adapt to Change
Our Planning Process
Investing
Insurance
Knowledge
FAQs
Our Financial Services and Credit Guide
About Us
Our Story
Our Team
Client Testimonials
Blog
Contact
Client Portal
Header-Image-Blue-Knowledge.jpg

Blog

Karen S
23 October 2018
The Markets, World News

2018 September Quarter Review

Karen S
23 October 2018
The Markets, World News
  • World economic data remained encouraging throughout Q3.

  • Global equities, particularly developed markets performed strongly.

  • Emerging markets were punished, while Australia made small gains.

  • And another reason to be wary of what you share online.

Karen S
10 September 2018
Superannuation News

What is Balanced?

Karen S
10 September 2018
Superannuation News

Ask the average person and they’d probably assume a balanced portfolio was split half and half between growth and defensive assets. In the financial world, there’s a little more flexibility in the definition.

Karen S
10 September 2018
Estate Planning

The Fortnite Power of Attorney

Karen S
10 September 2018
Estate Planning

Paul had gone to visit his sister and his nephew. He’d walked into a financial battle between Mother and 11-year-old son over the game Fortnite. You might say she had a fiduciary duty to the young lad in moments of madness, but he wasn’t having a bar of it. 

Karen S
10 September 2018
Superannuation News

Apples with Apples

Karen S
10 September 2018
Superannuation News

The ‘active versus passive’ debate in funds management is a guaranteed space filler in the financial media, but it would help the general public if those making the comparisons got their facts straight.

Karen S
31 July 2018
Australian Economy, Financial Planning

Our Statement on the Banking Royal Commission

Karen S
31 July 2018
Australian Economy, Financial Planning

Our statement on the Banking Royal Commission and our commitment to client first advice.

Karen S
31 July 2018
Australian Economy, The Markets, World News

2018 June Quarter Review

Karen S
31 July 2018
Australian Economy, The Markets, World News

A brief overview of economic and market happenings during the June quarter.

Karen S
16 July 2018
The Markets, Investing, Financial Planning

Healthy Returns

Karen S
16 July 2018
The Markets, Investing, Financial Planning

A study by University of California San Diego finance professors, Joseph Engelberg and Christopher Parsons delves a little deeper into this link between finances and health.

Karen S
8 May 2018
Federal Budget AU, Australian Economy

2018 Federal Budget Review

Karen S
8 May 2018
Federal Budget AU, Australian Economy
  • Pensioner Loans Scheme extended to all Australians over 65.

  • Exit fees on superannuation accounts banned.

  • Work test waived for super members over 65 with under $300k balances.

  • Capital expenditure write offs extended for small business.

  • Medicare Levy holds at 2%.

  • Increases to the Low Income Tax Offset.

Karen S
4 May 2018
Financial Planning

Media No Arbiter of Investment Quality

Karen S
4 May 2018
Financial Planning

Ultimate Fighting step aside because the biggest blood sport in recent weeks has been the Banking Royal Commission. Banks and financial institutions have been belted, executives smashed and conflicted financial advisers guillotined. All with good reason.

Karen S
27 April 2018
Australian Economy, The Markets, World News

2018 March Quarter Review

Karen S
27 April 2018
Australian Economy, The Markets, World News

The Highlights:

  • World economic data remained encouraging throughout Q1

  • Volatility returned as Trump trade threats sparked sell offs

  • Emerging Markets held strong, while Australia proved a laggard

  • New financial documentary “The China Hustle” released

Newer Posts
Older Posts

Stay connected

Sign up with your email address to receive the latest blog posts and updates.

We respect your privacy.

Thank you!

Categories

  • Australian Economy 86
  • Covid-19 16
  • Cyber Security Awareness 1
  • Divorce 1
  • Employment 4
  • Estate Planning 5
  • Federal Budget AU 8
  • Financial Planning 81
  • Insurance 1
  • Investing 89
  • Pension News 4
  • Retirement 3
  • Superannuation News 28
  • Tax 3
  • The Markets 90
  • World News 55

Ready to take the next step?
ph. (02) 9052 6420

e. info@spencerprivatewealth.com.au

CONTACT US
Back to Top

Spencer Wealth Advisers Pty Ltd ATF NJJ Family Trust ABN 90 906 709 931 trading as Spencer Private Wealth is an Authorised Representative No. 1238822 and Credit Representative No. 531539 of FYG Planners Pty Ltd ABN 55 094 972 540 AFSL / ACL No. 224543.

Liability limited by a scheme approved under Professional Standards Legislation.

Spencer Private Wealth Copyright © 2024. Privacy Policy.  Terms and Conditions. Site Design by HTH Design.