Significant changes to contribution limits to super could prove a challenge

The changes to super and tax laws proposed in this year’s federal budget, then revised and adjusted by the government in September, have been passed through Parliament and are mostly due to take effect from July 1, 2017. That means that you have until July to consider if there is any action you should take […]

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Model Portfolio Analysis – December Quarter

The Wise Owl Financial Model Portfolio Investment Committee meets quarterly to review each model portfolio and the investments within those models with particular focus on satellite components. A comprehensive technical analysis of each portfolio by investor type can be found below. Core Alpha FirstChoice Wholesale Personal Super – Defensive FirstChoice Wholesale Personal Super – Balanced FirstChoice […]

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Keeping In Touch – December

Read the December edition of our Keeping In Touch newsletter here to learn about the importance of having income protection insurance.

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Keeping In Touch – November

Find out how you can plan your finances for the year ahead by reading our Keeping In Touch November newsletter here.

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Keeping In Touch – October

Read our October edition of our Keeping In Touch newsletter here to find out how to build your financial wealth.    

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Model Portfolio Analysis – September Quarter

The Wise Owl Financial Model Portfolio Investment Committee meets quarterly to review each model portfolio and the investments within those models with particular focus on satellite components. A comprehensive technical analysis of each portfolio by investor type can be found below. Core Alpha FirstChoice Wholesale Personal Super – Defensive FirstChoice Wholesale Personal Super – Balanced FirstChoice […]

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Magellan Global Fund Report

One of the global equity funds in our Model Portfolios, the Magellan Global fund, outperformed the benchmark in the September quarter and since inception it has outperformed the benchmark in excess of 6.5%. The portfolio manager, Hamish Douglass, discusses how the fund’s out-performance is driven by strong contributions from many of its largest positions – […]

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US Presidential Election Commentary

The outcome of the upcoming US Presidential election may impact financial markets in the short term. To read more about experts’ opinions regarding the risks and opportunities of a Clinton or Trump success, click here.

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Proposed legislative changes to Superannuation

Further Draft Legislation Released on Proposed Super Changes  Treasury released the second tranche of draft legislation for consultation (closing 10 October 2016) including the following measures announced in the May 2016 Federal Budget: A $1.6 million transfer balance cap Reduction in the concessional contributions cap to $25,000 Catch-up concessional contributions for those with balances less than $500,000 […]

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