Articles
Read the latest news and articles on products and services within the financial services industry.
Tax tips and tax return hints
As we come close to the end of June, here are some initial tips and hints to help you get started.
2019 Federal Budget announcement
This year’s Federal Budget is an ‘election budget’ with future tax cuts for all Australians, especially low and middle income earners. Overall, there were minimal changes to super proposed in the Budget, with minor changes to super contributions for older Australians.
3 ways a financial adviser can help you plan for retirement
When it comes to creating the retirement lifestyle you dream of, a little support goes a long way.
Economic update: Autumn 2019
In this issue 1. Economic update 2. 3 ways a financial adviser can help you plan retirement 3. Bullet-proofing your income equity portfolio 4. 7 technology disruptions
Bullet-proofing your equity income portfolio
It’s obvious, if you’re a retiree you need income. With cash and fixed interest offering low yields, equities are a good place to look for income.
7 technology disruptions happening now: Autumn 2019
Australia looks to be in the later stages of the business cycle, and is not alone here among its developed economy peers. In an environment of potentially slowing growth, we propose that a way forward is to invest in companies which are “share-takers” – companies that can gain market share from technology-enabled advances in their business model, and in changes in consumer behaviour.
Volatility: 10 key messages for investors
Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, we provide 10 key messages to help investors steer their portfolios through volatile times.
Boosting inflation – Central banks struggle
The Reserve Bank of Australia (RBA) reduced the official cash rate by 25 basis points to 1.50 per cent in the September quarter.
