August 2021 Chief Investment Officer, Tony Edwards provides an update on asset class performance over the 20/21 Financial year, and a market outlook for the coming year.
Here are some year-end strategies and points to consider for financial advisers when making recommendations on superannuation, self-managed super funds, and discretionary trusts.
By Colin Lewis, Head of Strategic Advice May, 2021 This is a GOOD NEWS BUDGET as it relates to financial planning advice. The measures announced in this year’s Budget covering taxation, superannuation and social services are all positive and, I’m sure you’ll agree, most welcome – some more so than others. Taxation…
February 2021 Chief Investment Officer, Tony Edwards provides an investment market update following the most recent Australian company reporting season.
December 2019 Chief Investment Officer, Tony Edwards, provides an investment update on 2019 and an outlook for 2020.
By Colin Lewis, April, 2019 How sweet it is with an election looming! The measures announced this Budget are proposals only and must go through Parliament to become law. Accordingly, it may take a newly elected Coalition government to get these measures through – and they’re counting on this Budget to help them get re-elected.…
December 2018 Chief Investment Officer, Tony Edwards, provides an investment update on 2018 and an outlook for 2019.
Media Release 22nd June,2018 John McMurdo today announced the appointment of Matthew Fogarty as CEO of Fitzpatricks Private Wealth. Matthew joins Fitzpatricks from MLC where he held the position of General Manager, Garvan and MLC Financial Planning. Prior to this role, Matthew was Head of Financial Planning at Genesys and IPAC Equity Partners. John McMurdo…
“I am delighted to announce three key appointments to our Group, all designed to: strengthen our advice offering and support our advisers to build great outcomes for their clients. At a time where many in our sector are questioning their advice model, we are committed to promoting the value of advice and to support our advisers. I believe we have a real opportunity to take a leadership role within the industry. Marnie Page has joined the Group as Head of Adviser Experience, Colin Lewis as Head of Technical Services and Amanda Wilson as Head of Advice and Licensee Compliance”.
May 2018 Personal Income Tax The Government is introducing a seven year Personal Income Tax Plan. The first step provides permanent tax relief to low and middle-income earners to help with the cost of living pressures. The second step provides relief from bracket creep by increasing the top threshold of the 32.5 percent personal income…
