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August Edition 2017

August Edition 2017

In this edition we review the month in markets, consider some of the strategies to generate returns in a low economic growth world and discuss the importance of seeking advice in your 40’s.

July Edition 2017

July Edition 2017

In this month’s edition we review a weak finish to the end the financial year in markets, consider the implications for TRIS’ under the new superannuation laws and explain how capital gains tax applies to inherited investments.

June Edition 2017

June Edition 2017

In this edition we review a weak month for Australian shares, consider how the superannuation changes may impact your estate plan and highlight the potential implications of getting the timing wrong when investing in managed funds.

Special Edition – Federal Budget Review 2017

Special Edition – Federal Budget Review 2017

In this edition we address the Federal Budget handed down by the Treasurer Scott Morrison on the 9th May 2017. During the address Scott Morrison described it as a “fair and responsible path to a balanced budget” so to “secure the better days ahead”.

APRIL EDITION 2017

APRIL EDITION 2017

In this edition we review a good month in markets following an uneventful reporting season, look at how you can generate negative returns on cash and consider the benefits of utilising the current superannuation contribution rules to improve after tax returns and future flexibility.

March Edition 2017

March Edition 2017

In this edition we look at what drove Markets up around the world in February, consider how investment performance can end up on the ‘endangered’ list and look at changes to After Tax Super Contributions from July 1st.