Your 3 Rules for Life

This month I was inspired from an email newsletter I receive from flying solo – an enews letter for the mirco business community – Peter Crocker wrote about Jerry Seinfeld’s interview with Andrew Denton, I have taken the words of Jerry and had a think about my 3 rules for life! – Thanks ...

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Market Update – July 2011

Happy New Financial Year, my inbox has been filling with the market and economic updates from the analysts at Macquarie, Perennial, JB Were and Commsec with talk of what has been impacting the markets over the last few months I have put together the below based on comments from the analysts to ...

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Happy EOFYs… Happy EOFYs…

With the Foxtel EOFY’s ads in full swing again we must be getting close to end of financial year which is the time to get things in place to manage your wealth before 30 June comes and goes. My top 5 tips for end of financial year this year are:

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Federal Budget 2011

We have prepared the attached analysis on the Federal Budget for 2011. This is the first time in 9 years where we have not seen any personal tax reductions, however in light of inflation expectations this may assist in the frequency of the Reserve Bank of Australia raising Interest Rates over ...

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Alternative to Super

New restrictions on how much you can invest in superannuation on a concessional basis (the taxed component from your employer or salary sacrifice), as well as the fact that money in superannuation is locked up until retirement, are extra incentives for investors to look for other potential ...

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Market Update February 2011

It has been another interesting month in the global markets, this month with the impact of the events in the Middle East my inbox has been filled with many views from economist and analysts about where the economy may be heading.

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A Boost to Super.. But just how super is it?

Last week I was at the SPAA (Self Managed Super Fund Professionals Association of Australia) Conference in Brisbane.  I was firstly glad to see the city bouncing back after the floods earlier this year but one plenary session had the Government confirm their announcement for the 2010 – ...

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Planning for your childrens future.

financial planning article about imputation and insurance bonds and saving for childrens future

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Market Expectations for 2011

My inbox has been filled with various reports and expectations of what might happen as a result of the floods around the country and their impact on the share markets.  He is my adaptation of what has come across my desk from the research analysts at Macquarie Equities, Goldman Sachs and ...

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Make it Super in 2011

As we enter 2011 there are a few things you should be reviewing now with regards to your superannuation setup, here are my top 5 action items to review. 1. Find Your Lost Superannuation

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