Preparation for End of Financial Year

With the end of the financial year rapidly approaching, now is the time to review your financial position and consider any superannuation and tax-effective strategies that might be appropriate for you. Using a number of strategies effectively can help ensure that you are optimising your tax, superannuation, and investments.  For details click here: 2022 PreparingRead more…

2022 Federal Budget Wrap

What the Budget means for you Depending on your circumstances, the Budget proposals could affect your financial situation – and your future plans. So, the next time you consider your strategy, your may need to adjust your financial plan. Click Here: Market-Wrap-2022-Budget-Edition

Feb-22 Count Model Portfolio Changes

Feb-2022 Count Model Portfolio Change Reports The change reports provide details of recent portfolio changes including the rationale for decisions. FirstChoice Managed Account 2022 0214 Change Report – FirstChoice Managed Account Portfolios – Core Wrap Models – Accumulation 2022 0214 Change Report – Wrap Model Portfolios – Accumulation Wrap Models – Income 2022 0214 ChangeRead more…

Feb-22 Morningstar SMA Trade Update

Despite a bumpy start to the year for investment markets, I’m pleased to report that your portfolio has held up well. Much of this has to do with your energy investments, with energy shares up a massive 19% so far in 2022 (and that’s off the back of a great 2021). Now, following this periodRead more…

Feb-22 Russell Investments SMA Trade Update

This is an update on the recent market volatility and changes made to the portfolios during the February 2022 rebalance. Market update It’s been a volatile start to the year for financial markets (but not too surprising nor out of line with history or our own expectations) with changing and rising expectations of interest rateRead more…

Now&Next – Autumn 2022

Click here: Now-Next-Autumn-2022 In this edition, we have three articles, looking at: Six wellness habits for every age Feeling tired and stressed? You’re not alone. We’ve lived with a lot of uncertainty and pressure lately. COVID-19 has messed up our daily routines and we’ve had to adjust to new demands. So, when life gets complicated,Read more…

COVID-19 Stimulus – Jobkeeper

Watch our video on Jobkeeper (runs for 3 minutes 22 seconds) by Adam Moiler, or read on below:   What is it? 1. A payment designed to help businesses affected by COVID-19 to cover the cost of employees, so they can keep their staff employed 2. It runs from 30 March 2020 for 6 monthsRead more…

Life Insurance Tax Deductions

Life insurance is something you should consider when it comes to protecting you and your family. It gives you peace of mind knowing your family will be looked after if something happens to you. Putting together a solid life insurance plan requires a basic understanding of the tax implications for different life insurances. It’s importantRead more…