Technical Update

Technical Update

This technical update provides a summary of the July 2017 legislative releases. As always if you have any questions on how this affects you, please contact your financial adviser.   Social security changes Following legislation that has passed through the Senate...
Market Wrap – July 2017

Market Wrap – July 2017

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please do not hesitate to contact your adviser to discuss any points which you find of interest!   Fed raises rates though markets pause Global share markets paused in...
Why are more Australians choosing SMSFs?

Why are more Australians choosing SMSFs?

More and more people are turning to self-managed superannuation funds (SMSFs). We explore why SMSFs are becoming more popular and look at their benefits and risks.   What is an SMSF? An SMSF is a private superannuation fund that’s regulated by the Australian...
The Budget may make it easier to downsize

The Budget may make it easier to downsize

If you have been contemplating selling the family home but are confused about whether it will have a positive or negative impact on your finances, we can talk you through some proposed changes and how they may be relevant to your individual circumstances. The 2017...
Market Wrap – July 2017

Market Wrap – May 2017

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please do not hesitate to contact your adviser to discuss any points which you find of interest! Positive notes Share markets rose during the month, following ongoing...
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