Philanthropy can blend tax deductions, engagement and impact
By Antonia Ruffell, Cuffelinks. Towards the end of the financial year, many people start focussing on potential tax deductions to reduce their taxable income. The most common techniques include bringing forward expenses or realising capital losses, but don’t overlook the role philanthropy can play in end-of-year tax planning. Tax deductible donations to charities always increase…
Are term deposits safe or risky for long-term investors?
By Shane Oliver and Paul Clitheroe, Cuffelinks. If you’re a long-term investor, ironically term deposits are one of your riskier assets. Investors have the potential to receive a higher cash flow from growth assets such as Australian property and shares. In times like the present, a focus on the income an investment provides is important.…
Designs on transformation
By Bruce Madden, Financial Media Services. Think about the most inviting, elegant, warmest home you have visited recently. How did the combination of built space and decor make you feel? Think how you may have quietly admired the apparent ease with which the owners made their home flow seamlessly together. Are some people just born…
Brexit 2016
The decision by UK voters to leave the European Union has provided a material shock to global financial markets. Market volatility is always concerning for investors. At the same time reacting to market volatility without obtaining advice may not align with your long term financial needs and objectives. Financially speaking, the outcome of the UK…
Honouring loved ones
Heart-shaped hands of the Fitzsimons Family By Bruce Madden, Financial Media Services. Rarely can those suffering tragic loss transcend sorrow to open new and unexpected opportunities for growth and positivity, even enrichment. It takes a special instinct and resilience to envision and galvanise around the potential for good when thrown suddenly into the darkness of…
Federal Budget 2016 highlights
FEDERAL BUDGET 2016 The Federal Treasurer Scott Morrison delivered his inaugural Federal Budget speech to the nation last night with the message of jobs and growth, and having an economic plan to transition the economy. Business is a winner, particularly small and medium size businesses, due to the progressive reduction in the company tax rate,…
Estate planning: where there’s a will, there’s a way
By Gemma Dale, Cuffelinks. Part 1 of this series on estate planning looked at the decision-making process that should be followed to prepare an effective plan. Parts 2 and 3 outline the documentation required to ensure that your strategy is effectively executed, starting with your Will. Given you will not be around (or perhaps not…
Living life on purpose, naturally
By Bruce Madden, Financial Media Services. With boundless energy and a zest for life, advice client Richard Harkham embodies the “live life on purpose” mission that underpins the Fitzpatricks approach to enriching the life experience for its clients and advisers. A self-perpetuating dynamo, Richard (or Richie as friends and family know him) is an accomplished…
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