Gold Coast Financial Planners

Sowing the seeds of succession

April 29, 2022
Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced with droughts, fires and floods. And that’s why it is even more important to plan early and get it right when you are on the land. You are not just dealing with a business, but…

The Road Ahead for Shares

April 29, 2022
Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and an upcoming federal election have all added to market uncertainty and volatility. At times like these investors may be tempted to retreat to the ‘’safety” of cash,…
Quarter 1, 2022 Investment Update

Quarter 1 Investment Update – AAN

April 26, 2022
We are delighted to share with you, a copy of the latest AAN Asset Management Quarterly Investment update. This issue includes: • Investor letter & update • AAN Core Model • AAN Growth Model • AAN Australian Model • AAN Index Core Model • AAN Index Growth Model • AAN Sustainable Growth Model To view the…

Quarterly Investment Update from the AAN Investment Committee

April 6, 2022
As many of you will note, the AAN Investment Committee have long maintained the policy of rebalancing models on a quarterly basis, and this was actioned last Friday. This process involves trimming positions that have performed well, topping up those that haven’t, and as part of this rebalance a number of changes were made to…

Market movements & review video – April 2022

April 1, 2022
Stay up to date with what’s happened in Australian markets over the past month. The war in Ukraine added a major new source of uncertainty to the local and global economic outlook in March. Inflationary pressure continued as global economies recover from the pandemic and as crude oil prices surged due to economic sanctions against…
April 2022 Newsletter

The Rich Life Vol 56

March 31, 2022
Welcome to an early Federal Budget edition of our April newsletter. As the Morrison Government clears the decks ahead of a May election, Australians will be weighing up the impact on their household budgets. The war in Ukraine added a major new source of uncertainty to the local and global economic outlook in March. Economic…
Federal Budget - Tax

Federal Budget 2022-23: Spotlight on tax

March 31, 2022
Tax offsets and temporary cuts were at the heart of this year’s Federal Budget as the government attempts to woo voters in the run-up to the election. Treasurer Josh Frydenberg emphasised the crucial role of his tax measures in helping Australians cope with the growing cost of living pressures and in supporting the small businesses…
Budgeting steps

Budgeting for success in 4 easy steps

March 31, 2022
With all eyes on the Federal Budget and balancing the nation’s books, it’s a good time to review your personal balance sheet. If it’s not as healthy as you would like, perhaps it’s time to do a little budget repair of your own. Just as governments need to set policy objectives and budget for future…
Cyber Scams

Scams to beware (and be aware) of

March 31, 2022
There is a saying ‘a fool and his money are often parted’ but with scammers becoming ever more devious and sophisticated in their methods, it pays for everyone to be aware of the latest tricks being employed. According to Australian Competition and Consumer Commission (ACCC) data, last year was the worst year on record for…
Super for couples

Sharing super a win-win for couples

March 31, 2022
Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women generally retire with much less super than men. The latest figures show women aged 60-64 have an average super balance of $289,179, almost 25 per cent less than men the…

Federal Budget 2022-23 Analysis

March 30, 2022
Budget 2022: a balancing act Billed as a Budget for families with a focus on relieving short-term cost of living pressures, Treasurer Josh Frydenberg’s fourth Budget also has one eye firmly on the federal election in May. At the same time, the government is relying on rising commodity prices and a forecast lift in wages…

Frankly speaking – Tax benefits of shares

March 29, 2022
Australian shares are popular investments with self-funded retirees and anyone who depends on income from their investments, due in part to the favourable tax treatment of franked dividends. After falling off in the early days of the COVID pandemic, share prices and dividends bounced back strongly in the year to June 2021. Investors who depend…
TND

One in five of us feel peer pressure to spend. Here are four tips to help – The New Daily

March 18, 2022
Hugh joins Sezen Bakan as he shares some knowledge and tips in The New Daily article, ‘One in five of us feel peer pressure to spend. Here are four tips to help’. According to The New Daily, one in five Australians have gone into debt or spent more than they can afford to keep up…
Hugh's Views

Hugh’s Views – Market Volatility

March 18, 2022
Needing some peace of mind during the current market volatility?   Well, our very own Managing Director Hugh Robertson has just shared his views on the current market and provided some context as to what the team here at Centaur Financial Services has been talking about with our clients, especially during this troubling time.  …

The Rich Life Vol 55

March 2, 2022
It’s March already which marks the beginning of Autumn. While this is traditionally the season when things cool down, the economic and political scene is gearing up with the Federal Budget later this month and a federal election expected by May. Russia’s invasion of Ukraine in late February increased volatility on global financial markets and…

End of content

End of content