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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2016/17 Federal Budget Update

The Turnbull government handed down it’s Budget last night and, as expected, there were a number of changes to the superannuation and taxation system. This video provides a good overview of some of the changes. https://player.vimeo.com/video/165222441\ If you’re not able to watch the entire video, this document  provides an overview of the key points – […]

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6 secrets of successful investors

The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style. Successful investing can be one of your biggest allies in the quest for long-term financial security. Unfortunately, unsuccessful investing can leave you wishing you’d kept your money in the bank. So what […]

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3 reasons to bond with bonds

Bonds are one of the four major assets classes, but they’re probably the least understood. Here’s why they’re an important part of many portfolios. What are bonds? Bonds are essentially loan arrangements that governments and large companies use to raise money. These loans generally have a fixed term and a fixed interest rate, with the […]

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When a Will isn’t enough

Think having a Will in place means your estate plan is taken care of?  Here are five examples that might make you think again. Most people appreciate that having a Will helps you formalise what you’d like to happen to your assets if you pass away. While there’s no doubt a Will is an important […]

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5 ways to smarten up your SMSF

There are over 560,000[1] Self Managed Super Funds in Australia, many of which could benefit by following a few simple steps. The stunning growth of SMSFs in Australia means that over 1 million Australians are now members of an SMSF, with combined assets greater than both retail and industry super funds. While many of these […]

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