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 Wiseowl Core Alpha Super -Defensive Wiseowl Core Alpha Super -Balanced Wiseowl Core […]

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Model Portfolio Analysis – March 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 Wise Owl Wholesale Personal Super – Defensive Wise Owl Wholesale Personal Super […]

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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 Super Wise Owl Wholesale Personal Super – Defensive Wise Owl Wholesale Personal Super […]

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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 Super Wise Owl Wholesale Personal Super – Defensive Wise Owl Wholesale Personal […]

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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 – […]

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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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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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