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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.

December Edition 2017

December Edition 2017

In this month’s edition we look at the way technology is having an indirect effect on traditional business earnings, how poor planning around your estate can create some real headaches and review another positive month in investment markets.

NOVEMBER EDITION 2017

NOVEMBER EDITION 2017

In this month’s edition we review the strong month in markets, consider different investment approaches in a low economic growth world and suggest a superannuation health check for those that haven’t reviewed their arrangements for over a decade.

OCTOBER EDITION 2017

OCTOBER EDITION 2017

In this month’s edition we review the mixed results in markets, consider how much is enough in order to start thinking about a SMSF and consider what elements go into defining the right asset mix for a portfolio.