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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Keeping In Touch – September

Would you like to know how women can take control of their finances after being left widowed or divorced? Read the September edition of our monthly newsletter to find out. Keeping in Touch – September 2016

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Keeping In Touch – August

Would you like to know how your finances will be affected after the recent election? Read our August edition of our monthly newsletter. Keeping In Touch – August 2016

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Keeping In Touch – July

Are you on track to enjoy your retirement? Read our July edition of our monthly newsletter to find out more. Keeping in Touch – July 2016

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Federal Election – Robert Crane’s View

What does the Federal Election result mean to you and your superannuation fund? We understand that the new Superannuation legislation proposed by the Coalition government, announced in May 2016, may be confusing.  This article will explain some of the changes more simply and how it may affect you. Although the Coalition Government was voted in, […]

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The 2016 Federal Election and Investors

This past week the date for the 2016 Federal election was announced. This announcement came soon after the 2016 Federal Budget which proposed many changes to superannuation and taxation here in Australia. Dr Shane Oliver from AMP Capital has produced a Federal Election edition of Oliver’s Insights which examines how the Federal Election could impact […]

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