Category Archives for News & Market

Model Portfolio Analysis – June 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 Super FirstChoice Wholesale Personal Super – Defensive FirstChoice Wholesale Personal Super – […]

Continue reading

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 […]

Continue reading

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, […]

Continue reading

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 […]

Continue reading

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 – […]

Continue reading

January 2016 Market Update

It’s been a rough start to 2016 with investment markets around the world declining in value. Shares will go through periods of downturns – this is a normal part of investing – although not a very pleasant part. Shane Oliver from AMP Capital has written a market update which explains what is happening around the […]

Continue reading

Keeping In Touch – Newsletter – December 2015

The December 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition looks at the changes to the Age Pension that are coming into force in 2017. Whilst they’re still a while away it’s sensible to learn how they may affect you. Click here to learn about how changes to the […]

Continue reading

Keeping In Touch – Newsletter – November 2015

The November 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition looks at how to plan for the new year ahead. Click here to learn about how to get set for the year ahead. If you’re looking for help with your financial planning we offer a free first appointment where […]

Continue reading

The Key Newsletter – Spring 2015

We’ve uploaded the Spring edition of our financial planning newsletter, The Key. In this edition we look at the coming Age Pension changes, the amount of life cover young families need, what’s happening in Greece and China, and how to be present in all areas of your life. Click here to read The Key newsletter. If you have […]

Continue reading