December 2019 Chief Investment Officer, Tony Edwards, provides an investment update on 2019 and an outlook for 2020.
By Phil Ruthven, on behalf of Firstlinks November 2019 We live in tumultuous times. Economic dominance has moved from West to East, with the West in some ways still recovering from the GFC over a decade ago. We’re experiencing record low interest rates, rising world and national debt levels, trade wars, digital disruption, stagnation in…
By Shane Oliver on behalf of Cufflinks October 2019 Since I looked at these five charts on investing for income two years ago, the Australian cash rate has halved, 10-year bond yields have fallen by two thirds and interest rates have resumed falling globally. Ever-lower interest rates and periodic turmoil in investment markets provides an…
By Anthony Asher, David Knox, Michael Rice on behalf of Cufflinks, September 2019 In designing a system that will be robust in the face of social, economic or demographic changes, it is useful to note major trends that will affect Australians in retirement. A sound system will be dynamic and require change from time to time.…
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.…
By Oscar Oberg, on behalf of Cuffelinks March 2019 Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the small-to-mid-cap segment of the market. Since around September 2018, economic data in Australia has weakened, largely due to the flow-on effect…
December 2018 Chief Investment Officer, Tony Edwards, provides an investment update on 2018 and an outlook for 2019.
By Colin Lewis December 2018 So, you want to bolster your retirement nest egg by making a contribution to your super fund. Sounds simple enough … right? Concessional contributions Making a pre-tax ‘concessional’ contribution – that is, a personal contribution for which you claim a tax deduction and/or salary sacrifice contribution – is relatively straightforward. …
By Phillip Richards Courtesy of Cuffelinks December 2018 There may be times when, perhaps due to family illness or incapacity or if someone is working abroad, someone else needs to hold an enduring power of attorney (POA) over a person’s financial and legal affairs. A POA is essentially a document that will legally appoint someone…
By Colin Lewis, Head of Technical Services, Fitzpatricks Private Wealth November 2018 Are you considering winding-up your SMSF? You may now be retired and wish to kick back with your super pension. Life is to be enjoyed and you don’t want the burden of running your own fund. Maybe you’re moving overseas and because of…
