Summer Wealth Management – 2019

Please click on the following link to view Insights magazine summer review. Insights Magazine Summer 2019 Investing in an ageing population People are living longer and as they do, investment opportunities may arise. There are a number of companies worldwide that will benefit from this trend, in particular, the healthcare industry. There are managed funds […]

2018 Investment Markets Review

Please click on the following link to view BT’s 2018 Investment Market Review (July 2018 release). June – In Review Developments in the global economy The US Federal Reserve tightened monetary policy for the second time this year with two more rate hikes expected in the second half. In contrast, there is little to suggest […]

Federal Budget 2018-19 Summary

Overview On 8 May 2018, the Government delivered the 2018-19 Federal Budget. The positive news from this year’s Budget is that the changes are minimal in number compared to prior years and largely positive in nature. Some of the proposed changes are to personal taxation thresholds and tax offsets from 1 July 2018 over a […]

Market News

Investment markets experienced a return to volatility in February 2018 After a strong start to the year, global stock markets were sold off in early February on the back of a stronger-than-expected wage growth figure in the US, which alarmed markets. It might seem counter-intuitive that good economic news would trigger a share market fall, […]

Super – pre 30 June 2017

With the significant changes to superannuation coming into effect from 1 July 2017, there are a number of issues to consider before 30 June 2017.  Depending on your personal situation, one or more of the following need to be reviewed before 30 June 2017:- superannuation contributions – the contribution cap levels are reducing on 1 […]