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June Edition 2018

June Edition 2018

In this month’s addition the First Home Super Saver (FHSS) scheme that will come into effect from 1 July 2018 is brought into light. The month of June is reviewed in Morningstar’s Australian Economic Update and three topics of interest are discussed in this months ‘Frankly speaking’ section.

SPECIAL EDITION FEDERAL BUDGET MAY 2018

SPECIAL EDITION FEDERAL BUDGET MAY 2018

In this edition we address the Federal Budget handed down by the Treasurer Scott Morrison on the 8th May 2018. He delivered personal income tax cuts, incentives for businesses and integrity measures relating to tax collection and superannuation.

APRIL EDITION 2018

APRIL EDITION 2018

In this month’s edition Duncan Mackintosh, Chief Investment Officer at Entrust, provides a review of markets in the March quarter. We feature an article from L1 Capital regarding the current state of oil markets (Entrust is long global oil equities). Giuliano Vinci from our Technical Services team drills down on tax deductible contributions and ‘Frankly Speaking’ covers the topics of Gifting, APL’s and Continuous Disclosure. With plenty happening in the Australian financial services landscape we hope you find April's newsletter an interesting read.

March Edition 2018

March Edition 2018

In this month’s edition Giuliano Vinci from our Technical Services team drills down on the governments ‘Downsizer Contributions’ that come into effect from July 1 2018. Andrew Mitchell & Steven Ng from Ophir Asset Management review the month of February and we introduce a new section ‘Frankly Speaking’ to explore and explain topics you often here about but have never quite understood. Fresh off the press from Morningstar is the Australian Economic Update for March.

February Edition 2018

February Edition 2018

In this month’s edition we review the market over the past week, explore the need to focus on total returns not just dividends in a portfolio and look at why the WA economy has turned the corner and is primed for further growth.

January Edition 2018

January Edition 2018

In this month’s edition we look at the predictions for the year ahead, discuss the impact of planning your finances early and review a positive end to the year in financial markets.