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Five financial stages in everyone’s life

By Don Ezra, on behalf of Cuffelinks August 2018 We go through stages in our lives. Sometimes it’s useful to look at how our psychology changes as we move from one stage to another. This article describes five financial stages, looking at minimum, successful and exceptional standards. I don’t have numerical benchmarks for you. Individual circumstances…

2018 Fiscal Year Update

August 2018 Senior Portfolio Manager, Tony Edwards, provides a fiscal year update.

Investors can’t afford to ignore the blockchain revolution

By Don Tapscott, on behalf of Cuffelinks June 2018 Blockchain has the power to change the nature of corporations. It is critical that every investor understands this new technology and its implications. For the first time in history, assets can be transferred peer-to-peer without an intermediary, using an internet of value. The potential of the…
Colin Lewis

Planning for 2018-19 – never too early to start!

By Colin Lewis, Head of Technical Services, Fitzpatricks Private Wealth June 2018 With the end of the financial year all but over, now is a good time to get your ’financial house’ sorted for 2018-19. Good planning is a year-round consideration, not just a June 30 event! So, what’s in store for 2018-19? What are…
Colin Lewis

Managing your SMSF leading up to 30 June

By Colin Lewis May 2018 A self-managed super fund (SMSF) is one type of vehicle to manage your superannuation savings. So, the usual end-of-year super strategies, especially those relating to contributions and managing the contribution caps, apply equally across the spectrum of funds, e.g. public offer (retail) funds, industry funds, corporate funds, SMSFs etc. In…
Colin Lewis

Managing your tax and super leading up to 30 June

By Colin Lewis May 2018 With the end of the financial year fast approaching, it’s time to get your ‘financial house’ in order. There will be many ‘behind the scene’ strategies your adviser will be considering for you, but here are some of the more common year-end strategies they will be looking at. COMMON YEAR-END…

Prospect theory applied to retirement planning

By Alastair MacLeod May 2018 Most of us know that buying a lottery ticket is a waste of money. The chances of winning are so remote as to be unachievable, yet most of us have probably bought a lottery ticket at some point in our lives. Prospect theory can explain this behaviour. Prospect theory is…

Alternatives in Multi Asset Portfolios

 Brendan Paul, Senior Portfolio Manager, provides an overview of the role of Alternative assets within Multi Asset Portfolios.

Federal Budget 2018

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…

Investment Update – First Quarter 2018

 Tony Edwards provides an investment update for the first quarter of 2018 and a market outlook for the coming year ahead.


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