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Posted on August 1st 2017

2017 August Snapshot

August is here and the wattle is beginning to bloom, a sure sign that spring is just around the corner. The Australian economy has been a bit slower to spring to life, but there are some green shoots.
Housing affordability continues to be a BBQ stopper in Australia’s backyards, whether you’re a young person wanting to get a foot on the property ladder, a parent worried that your children will never be able to afford their own home or a retiree wanting to downsize but unable to find suitable housing. In this snapshot, we take the broad view of the housing affordability issue and look at government measures to tackle the problem.
As always, call us if you would like to discuss your property strategy.

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Posted on July 12th 2017

2017 July Snapshot

July is here and the good news is that the shortest day and longest night are behind us. It’s also the start of the new financial year, which is always a good time to reflect on your financial progress over the past 12 months and plan your strategy for the year ahead.
Over the past 12 months the surprises have just kept coming, from the British decision to leave the European Union to the election of Donald Trump as President of the United States and Emmanuel Macron as French President. And then a snap British election ended in a hung Parliament just as the Brexit negotiations were about to begin. In this snapshot, we look at the year that was and the impact these events had on global markets, including our own. As always, if you would like to discuss the contents of this article or how it might affect your investment strategy, don’t hesitate to call us.

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Posted on June 1st 2017

2017 Winter Newsletter

After the long Indian summer, winter is finally here. It’s time to light the fire and settle in for long winter nights or rug up and head for the snow. The political heat should also begin to die down a little after the release of the May Budget, giving us all time to digest what it means for us and the nation. June is also tax time so we’ve included some last-minute tips to help you reduce your tax bill and boost the value of your savings and investments. We also turn the spotlight on trauma insurance, an often overlooked form of coverage but one that can make a big difference to your family’s financial security if you suffer a critical illness.
Finally if you are feeling a bit flat as the cooler weather sets in, we explore your options for a winter escape - without breaking the bank! As always, if you would like to discuss the contents of this newsletter don’t hesitate to call our office.

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Posted on May 10th 2017

2017 Budget Update

Good morning,
After three years of budgets that focused on debt and deficit, jobs and growth, Treasurer Scott Morrison has delivered a budget makeover.
For the first budget of the Coalition’s second term in office he has tried to strike a balance between positive measures to promote economic activity such as increased spending on infrastructure and housing and offset this with spending cuts to recurrent spending on welfare, universities and elsewhere.
As always, if you would like to discuss your financial plan in the light of any of the changes announced in the budget, don’t hesitate to call.

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Posted on March 2nd 2017

2017 Autumn Newsletter

Good Afternoon,
After a summer of extreme weather, from record heatwaves to snow in the high country, many of us will be looking forward to the more forgiving temperatures of Autumn. It’s a great time to get outdoors and be active before winter sets in.
Superannuation is rarely out of the news these days; with big changes set to come into force on July 1, the first article in our Autumn newsletter looks at ways to take advantage of the existing rules while you can.
We also address the importance of keeping your insurance cover up to date and disclosing all relevant information. Failure to do so can cost you dearly when you need help the most. Our final article looks at the things we can learn from children. Kids are good at so many things that we adults can struggle at - making friends, dreaming big and asking for help, just to name a few...
As always, if you would like to discuss the contents of this newsletter, don’t hesitate to call our office.

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