July 2018 – Financial Planning News

July 4, 2018
In this issue: Have oil prices peaked? Super and inheritance: making your wishes known A little adrenaline can be a good thing July is here along with Complimentaryzing temperatures and good snowfalls in the south and east of the country. Meanwhile, temperatures are sizzling in Russia for the football World Cup where the finals are…

June 2018 – Financial Planning News

June 6, 2018
In this issue: Ready… Set… Are you good to go for the new financial year? Budget changes support a brighter retirement Helping you find your financial path Australia’s national economic agenda in May was dominated by the Federal Budget and the promise of tax cuts. Consumers rode a wave of optimism until the final week…

May 2018 – Financial Planning News

May 1, 2018
In this issue: Downsizing – is it right for you? Closing the super gap Tackling financial stress It’s May, and many parts of the country will be grateful that cooler Autumn temperatures have finally arrived. On the national economic stage, the final touches are being made to this year’s Federal Budget which Treasurer Scott Morrison…

April 2018 – Financial Planning News

April 5, 2018
In this issue: It’s time to talk about debt Franking credits facing the chop Cultivating a growth mindset It’s April already and as we head back to work after Easter we hope you enjoyed a peaceful and relaxing holiday weekend. April is generally a quiet month on the national stage as the Government prepares for…

March 2018 – Private Client Newsletter

March 9, 2018
In this issue: Home and away with super Weighing up the value of life insurance How blockchain is already changing your world Autumn is here, and not a moment too soon after a prolonged heatwave over summer. The Winter Olympics provided some welcome relief from the heat at home, and even though we failed to…

February 2018 – Private Client Newsletter

February 7, 2018
In this issue: Golden rules of investing Transition to retirement – still a smart move Turn your passion into your profession It’s February and while the hot weather continues it’s back to business for most of us, with summer holidays, tennis and cricket over for another year. This is a perfect time to revisit your…

December 2017 – Private Client Newsletter

December 13, 2017
In this issue: Opportunities in the cooling property market Separating needs from wants Music to your ears It’s December and the countdown to Christmas and the summer holidays has begun. But before we tuck into our Christmas ham (or prawns), switch on the cricket and head for the beach, there is always work to complete and loose…

November 2017 – Private Client Newsletter

November 1, 2017
In this issue: Lessons from the GFC – 10 years on Homing in on a happy retirement Embracing spontaneity It’s November and there’s no surer sign that summer is on the way than the reappearance of men’s and women’s international cricket on our screens.

October 2017 – Private Client Newsletter

October 3, 2017
In this issue: Expand your horizons with ETFs and LICs Retirement villages: look beyond the brochure Introducing the new smart(er?) home October is here after the record-breaking heat of September and all the signs point to a hot summer. Things are also beginning to heat up on the global interest rate front.

September 2017 – Private Client Newsletter

September 6, 2017
In this issue: How to prepare for climbing interest rates Life insurance: inside or outside of super? The lost art of conversation Spring is finally here and it’s not just nature showing signs of growth; the Australian economy is also bearing fruit.

August 2017 – Private Client Newsletter

August 1, 2017
In this issue: Home ownership in the spotlight The risky business of cryptocurrency investment Living better, living longer August is here and the wattle is beginning to bloom, a sure sign that spring is just around the corner. The Australian economy has been a bit slower to spring to life, but there are some green…

July 2017 – Private Client Newsletter

July 4, 2017
In this issue: Global markets navigate a sea of uncertainty New (Financial) Year, new start Why family trusts are back in favour July is here and the good news is that the shortest day and longest night are behind us. It’s also the start of the new financial year which is always a good time…

June 2017 – Private Client Newsletter

June 2, 2017
In this issue: June 30: Get your (financial) house in order An insurance lifeline when you need it most Escape the winter blues – without breaking the bank As the days get shorter and we settle into the cooler months, the political heat is subsiding after the Federal Budget. The Budget provided an annual snapshot…

May 2017 – Private Client Newsletter

May 3, 2017
In this issue: Tax and the super afterlife Keeping score of your credit Furry friends vs finances As the weather cools and we start to reach for our umbrellas, the focus on the local economic front is the May 9 Federal Budget.

April 2017 – Private Client Newsletter

May 3, 2017
In this issue: Australia still punching above its weight Greater choice in home care Delayed gratification – are you too soft on yourself As April arrives Queenslanders are clearing up after the devastation of Cyclone Debbie which damaged homes, businesses and agricultural crops. The full financial cost won’t be known for some time, but in…

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