Summary Investors must first decide on their investment objectives when choosing between active or passive investment funds. Content Investors must first decide on their investment objectives when choosing between active or passive investment funds. Investing in shares is a popular way of helping people to achieve their long-term financial goals. Read more…
Summary Are you looking for a tax effective way to save for a child/grandchild? With housing affordability at a low and the ever increasing costs of education, wouldn’t you like a way to give your child or grandchild a financial head start? Content Are you looking for a tax effective Read more…
Summary Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe. Markets hit record highs – US strong economic data – China data impress – Australian jobs hold up We hope you find this month’s Economic Update as informative as Read more…
Summary We are writing to you to let you know that you may receive a letter from your superannuation fund trustee. We ask that you please do not ignore this letter. Content We are writing to you to let you know that you may receive a letter from your superannuation Read more…
Summary If you think estate planning is complex, think again. It revolves around two simple questions. Content If you think estate planning is complex, think again. It revolves around two simple questions. Mention the term ‘estate planning’ and thoughts of lengthy documents and complex legal terms often come to mind. Read more…
Summary If you are leaving your employer due to redundancy, you have a great opportunity to make a fresh start. Content If you are leaving your employer due to redundancy, you have a great opportunity to make a fresh start. Now could be the best time for you to think Read more…
Summary With interest rates at historically low levels, thousands of mortgage holders are able to pay off their homes faster; but interest rate movements mean different things to different people. Content With interest rates at historically low levels, thousands of mortgage holders are able to pay off their homes faster; Read more…
Summary No one knows what’s around the corner. It’s a fact of life that every day, Australians just like you are faced with life-changing tragedy. An unexpected death, a serious health crisis or a debilitating accident don’t just come with a high emotional cost, they can have a serious and Read more…
Summary What does financial success look like for you? Everyone has different hopes and dreams, but one thing shared by every individual goal is the need for a plan to make it happen. Whether you’re looking to save for an overseas holiday next year or you’re working towards a retirement Read more…
Summary Nobody knows what’s around the corner. That’s why the best time to think about planning your estate is right now. While writing a Will is an essential part of the process, there’s so much more to estate planning that can ensure your wishes will be fulfilled exactly the way Read more…