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August Edition 2018

August Edition 2018

In this month’s addition, we gain insight into an organisation supported by the Euroz Charitable Foundation, called “The Fathering Project”. Bill Shorten’s threat to abolish the refund of excess franking credits for Self-Managed Super Fund members is reviewed, and our Tech team give a rundown on the eligibility to make non-concessional contributions (NCCs). The month of August is reviewed in Morningstar’s Australian Economic Update and three topics of interest are discussed in this months “Frankly Speaking” section.

July Edition 2018

July Edition 2018

In this month’s addition our Tech team provides a breakdown of the catch-up concessional contributions for the 18/19 Financial Year and the concept of ‘Value Investing’ is explained. The month of July is reviewed in Morningstar’s Australian Economic Update and three topics of interest are discussed in this months ‘Frankly speaking’ section.

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.