Current Share Market Volatility

It is 10 years since the Global Financial Crisis started and we are seeing Market Volatility return to share markets this month.   This email is a reminder about the long term nature of your investment framework and the need to diversify to ensure you have the right balance in defensive asset ...

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Six EOFY tips to make sure your finances are in order

End of Financial Year is in full swing so it is the time to get focused on your money life admin before 30 June ticks over. Our top tips for end of financial year this year are:   1. Check your capital gains / loss position We have had another positive year in investment markets. […]

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Federal Budget 2018

As a pre-election year Budget this year there are some tax benefits being provided as well as some small tweaks to the tax, super and social security system We have provided some of the highlights to Budget 2018, so grab your morning coffee or tea and if you have any questions please do not ...

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My 2 Cents on the Royal Commission Into Financial Services

I am proud to be a financial advisor however the Royal Commission into the sector is highlighting a number of issues including the conflict that banks and investment managers have when they create a distribution network within their businesses aimed at generating profit. Many planners I know ...

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Healthy isn’t a fad or a trend – make it part of your lifestyle

This month we have a special blog from our client and food and fitness friend –  Jane Norcott – Jane specialises in anti-inflammatory foods and plant based nutrition. She is a keen organic gardener and cook, animal advocate and lover of life with 20 years healthy lifestyle ...

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Property Investment and Your SMSF?

Australian’s generally love property ownership.  Directly held property makes up approximately 19% of all Self Managed Super Fund (SMSF) assets, indicating that many trustees consider it’s an important and significant part of a diversified portfolio.  There are numerous strategies and ...

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Market Volatility

Renewed volatility in markets has awoken the media from its summertime slumber. Everyone has an opinion about what caused this latest bout of volatility in markets, coming after a long period of relative calm. But the key point for long-term investors is that markets are volatile by nature. ...

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Federal Budget 2017

After the massive changes to superannuation which begin from 1 July 2017 and which we are all still trying to digest and implement this year’s Federal Budget is light on big changes, but as they say the devil is always in the detail! This is a little bit of a lengthy article but we have ...

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Super Changes – What You Need to Review Before 30 June!

With end of Financial year just around the corner it is time to review and upskill about the new financial lingo in the Superannuation System and how these changes will impact you. While the Federal Government keeps using the Superannuation System to balance the Federal Budget, you need to keep ...

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Business Builders – Scott Malcolm talking Small Business Cash Flow with David Koch

Check out the podcast from our chat with David Koch on Business Builders 30 March 2017. All about the importance of Small Business owners paying themselves first and strategies to build your salary into the business.

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